Planned Giving
Gifts of Stock
Your gift of stock to The Maine Masonic Charitable Foundation supports Masonic philanthropy in Maine and may provide you with substantial tax benefits. In order to complete your stock transfer, please follow the instructions below:
Notify Susan Scacchi, the Executive Director or Scott Whytock, the Grand Treasurer, of your intent to transfer stock to the Foundation. In order for us to identify your generous gift and issue a tax receipt, please be sure to inform us. Privacy laws discourage brokerage firms from releasing the names of clients, so, if you don’t let us know, we will have trouble crediting and thanking you for your generous gift! Please provide the following information:
- Name of securities and number of shares
- Brokerage house / accounting firm, contact name, and phone number
- Your address, phone number, and e-mail address