Make A Gift of Stock

Thank you for supporting Coastal Studies for Girls!

 

When making a gift of appreciated stock, please provide the following information:

Charitable Organization Information
Organization Name: Coastal Studies for Girls, www.coastalstudiesforgirls.org
Contact: Pam Erickson, Executive Director
Address: 308 Wolfe’s Neck Road, P.O. Box 266, Freeport, ME 04032
Phone/email: (207) 865-9700 or pam@coastalstudiesforgirls.org

 

DTC Delivery Instructions
Bank: LPL Financial
DTC #: 0075
Registration: Coastal Studies for Girls
Account Contacts: Please contact Eric McLeod or Lindsay LeClair:

 

Eric McLeod, Financial Consultant
280 Fore Street, Suite 201
Portland, Maine 04101
207-774-6145, ext.1517
Eric.mcleod@bangorfinancial.com

 

Lindsay LeClair, Registered Sales Assistant
207-774-6145, ext.5827
Lindsay.leclair@bangorfinancial.com

Instructions for your stock broker:
1) Inform Eric McLeod of the expected gift and confirm the name of the donor; the name, number and value of stock shares at the date of transfer; the total gift amount, any restrictions for the gift and the name of the delivering institution.
2) Inform Pam Erickson at Coastal Studies for Girls with the following information: the name of the donor; the name, number and value of stock shares at the date of transfer; the total gift amount, any restrictions for the gift, and the name of the delivering institution.

 

Coastal Studies for Girls will credit and acknowledge your
gift at the mean value on the day of transfer.