Instructions for Gifts of Stock or Mutual Funds

Thank you for supporting the Oxford Hills Community Gardens, DBA Alan Day Community Garden. Donating stock or other securities takes just four easy steps. Please keep in mind that your gift of stock or mutual funds must be received by December 30 to be credited as a tax deduction for the same year.

Please contact Katey Branch, President of the Board of Directors, at (207)890-9622, or Meredith Lyon at United Planners If you have any questions or need additional information.

 

1) Contact our Broker:
Meredith Lyon
United Planners
91 Camden St. Suite 308
Rockland, ME 04841
(207)542-5717
malyon@unitedplanners.com

2) Direct your gift to:

Oxford Hills Community Gardens DBA Alan Day Community Garden 501(c)(3) Tax ID # 27-2720573 established May 24, 2011

 

3) Create a document with the following information:
Your name & address:
Phone number:
Name of stock or mutual fund:
Number of shares:
Date of gift:

4) Send this form to:

Alan Day Community Garden
26 Whitman St., Norway Maine 04268

 

26 Whitman Street, Norway, Maine, 04268

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