Donate Appreciated Stock or Securities

Support healthier communities through a gift of appreciated assets.

Looking for a meaningful way to give back using your current investments? Donating appreciated stocks, bonds, mutual fund shares, or closely held stock can be a powerful and tax-wise way to support Healthy Acadia’s mission. By making a gift of securities, you not only share the success of your investments, you help create opportunities for better health and well-being for individuals and families across Downeast Maine.

Stock gifts help sustain programs that address food insecurity, recovery support, youth wellness, chronic disease prevention, and so much more throughout Downeast Maine. When you give appreciated securities directly, you help improve your community and may lessen your tax burden. Learn more at https://www.freewill.com/learn/how-to-deduct-appreciated-stock-donations-from-taxes.

It’s simple to get started.

Here’s the information you or your financial advisor will need to transfer securities:

DTC Code: 0235
Account: 323-45-165
Name of firm: RBC Wealth Management
Contact: Jane Hewes
Account Name: Healthy Acadia

Please include:

Donor name and phone number
Gift Designation (undesignated/wherever funds are needed most, or for a specific Focus Area, for example )

Contact RBC Wealth Management at 207-942-8257.

PLEASE NOTE: that if you are giving near the end of the tax/calendar year, a processing delay may impact the year in which your tax credit is attributed. These gifts are not considered complete upon giving instructions to a broker.

If you or your financial advisor have questions or would like to speak with someone about the process, we’re here to help. For further information, email the Development Team at development@healthyacadia.org or call Shoshona Smith, Director of Development at (207) 667-7171 ext. 210. 

Thank you for considering this generous and impactful way to support Healthy Acadia’s work—today and into the future.