Gift Appreciated Stocks or Other Securities

Are you thinking of giving to Healthy Acadia? Are you looking for a way to leverage your current investments in the stock market, bonds, mutual fund shares or closely held stock? Making a gift of appreciated stock or mutual funds can be an easy and impactful way to share your achievements with community members.

The information that you need to make the transfer of securities is:

DTC Code: 0235

Acct: 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 or for a specific Focus Area, such as )

Contact RBC Wealth Management at 207-942-8257.

Please be aware 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. 

For further information, email the Development Team at Development@HealthyAcadia.org or call Shoshona Smith, Director of Development at (207) 667-7171 ext. 210.