Gifts of Stock and Securities

HOW TO GIFT SHARES OF STOCK TO THE LIFEFLIGHT FOUNDATION

BEFORE TRANSFERRING SECURITIES VIA THE INSTRUCTIONS BELOW, please contact The LifeFlight Foundation via phone or email and provide details on the transfer. In order to identify, process and acknowledge your generous gift, we need to know:
  • Donor contact information (name, address, email, phone)
  • Name of the stock
  • Number of shares
  • Expected date of arrival
  • Any restrictions on use of gift or any tributes associated with it
Contact: Anna Dugal or Renee Johnson at (207) 230-7092
adugal@lifeflightmaine.org or rljohnson@lifeflightmaine.org

Stock gifts for the benefit of:
 
THE LIFEFLIGHT FOUNDATION
Tax ID #: 52-2377085
13 Main Street
PO Box 899
Camden, ME 04843
Contact: Anna Dugal, Senior Development Officer
Email: adugal@lifeflightmaine.org
Phone: (207) 230-7092

 
Please provide the following information to your broker for transfer of stocks:
 
FIDELITY INVESTMENTS
Attn: TOA Receives
PO Box 770001
Cincinnati, OH 45277-0036
Customer Service: (800) 544-6666
DTC #: 0226
Account #: Z40209435
Account Name: The LifeFlight Foundation
 
For additional information on other types of transfers, including wire transfers, please contact Renee Johnson, whose phone number and email are above.

For your tax purposes, your gift will be valued at the average of the high and low prices on the date the transaction is completed.

Gift date for all transfers will be the date they are received into the LifeFlight Foundation’s Fidelity account.