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 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

Scott can be reached at (207) 358-3110, via email at , or send the information directly to:

The Maine Masonic Charitable Foundation
Attn:  Scott Whytock
66 Pearl Street, Suite 310
Portland, ME  04101

Scott will provide you (or your financial advisor) with the account information that is required to complete the transfer.

Your gift of stock is based on the average of the high and low price of the stock on the day the stock is transferred into our account. We will send a tax receipt to you for your files.

 

The Maine Masonic Charitable Foundationis a nonprofit public charity designated as tax-exempt under Section 501(c)3 by the Internal Revenue Service. Donations are tax-deductible to the fullest extent permitted by law. Our tax ID is 22-3211042.