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We are very grateful
for your donation to Atlantic Challenge. Following are instructions
for transferring stock to us.
1. For stock certificates in your physical
possession:
Please write a letter of instruction to Cornerstone Investment
Services that you wish to deposit the stock, # of shares, to the
Account of Atlantic Challenge, Account #3R5703481. Please include
your name and address and tax ID # on the letter of instruction.
Do not fill in Atlantic Challenge’s name, but do sign the
certificate. This becomes a legal document once signed. Send the
stock certificate with Letter of Instruction to Atlantic Challenge.
2. For Stock held by your broker:
Please instruct your broker to electronically transfer the stock
to Atlantic Challenge’s account at Cornerstone Investment
Services #3R5703481 via Free Delivery to DTC 0443 for further
credit to Atlantic Challenge account.
The letter of instruction from your broker should contain the
following information:
Atlantic Challenge
643 Main Street
Rockland, ME 04841
AC Account Number at Cornerstone Investment Services: 3R5703481
AC Tax ID number: 22-3132234
A full description of the stock being transferred to us, including
the number of shares and the CUSIP number, which your broker will
know, if applicable.
The instruction letter should be sent electronically to Cornerstone
Investment Services. DTC number is 0443.
3. If your brokerage account is also
at Cornerstone Investment Services:
If the stock you are transferring is held by Cornerstone
Investment Services, you need only complete an Account
Transfer form supplied by Bangor Securities. We have copies of
this form for your convenience.
Please ask your broker either mail or fax a copy of your donation
intention to us directly, so we can be sure to acknowledge your
gift properly. Please direct it to the Development Coordinator.
Please let us know if you or your broker has any difficulties
with the process.
We are glad to help in any way we can.
Thank You!
If you would you like more information on gifts of securities
or other gifts of appreciated assets please contact Warren Kaericher
at 207-594-1800.
Information provided is not intended to
be tax or legal advice. Please consult a qualified financial advisor
before making a gift.
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