Gifts of Stock
Giving stock to Hospice of Southern Maine is not only an effective way for you to give from a tax standpoint; it is a simple way to support our programs. Thank you for considering such a gift. Stock gifts may be made to Hospice of Southern Maine through LPL Financial at Kennebunk Investment Services. Detailed information about making the transfer is below. Please call us at (207) 289-3640 with any questions or for additional information.
Steps for Donation:
1. Contact your advisor/broker. Let your broker know your intention to transfer stock, including the number of shares or dollar amount of the contribution
2. Provide the broker with the following instructions, or have him/her contact us directly.
Instructions for your broker:
Credit to account: Hospice of Southern Maine
Receiving Firm: LPL Financial (# 5025-7480)
Contact: John Gurski or Judy Balzana
Fax: (207) 467-2506
- LPL Financial will sell the stock and a check will be issued to Hospice of Southern Maine upon trade settlement.
- Please contact us so we may thank you properly and answer any additional questions you may have – (207) 289-3658.