Gifts of Securities

Thank you for your support of Chewonki!

Following are the steps required for making a gift of securities to Chewonki:

  1. Please notify our Advancement Office of any transfers of securities to ensure proper delivery and donor acknowledgment:

    Peg Willauer-Tobey, Director of Development
    207/882-7323 x127 pegwillauer@chewonki.org

    Margy Foulk, Development Associate
    207/882-7323 x158 mfoulk@chewonki.org

  2. Please deliver DTC eligible securities to:

    Fifth Third Bank
    DTC: Participant Number 2116
    Please include BOTH the FBO and FFC account names and numbers listed below when making the transfer to Fifth Third Bank:
    FBO: Bath Savings Trust Company Account #: 010033036506
    FFC: Chewonki Foundation Account #: 56025700
    Make certain to indicate the transfer is a gift for Chewonki.

  3. Transfer instructions for mutual funds and government securities will vary depending on the specific mutual fund or government security.  Please inform the Chewonki Development Office about your donation intentions and reach out to Bath Savings Trust Company directly at 866-670-7517 for specific instructions for these transfers. Do not use the delivery information in paragraphs 1 and 2 (above) if you are transferring mutual funds or government securities.

 

       If you have any questions about any transfer, please contact Bath Savings Trust Company at 866-670-7517.