Giving stock doesn't just help the children we serve: It also helps you.

Download and print our Stock Giving Form.

Using Stock to Reach Your Philanthropic Goals
If you are trying to reach a certain giving level, donating stock gives you the option to hit the goal without simply writing a check. For instance, reaching a $10,000 annual giving goal becomes easier by pairing a $5,000 cash gift with $5,000 in stock.

Increase Your Giving Power
A gift of appreciated stock to the Make-A-Wish Foundation can benefit you in two ways: you receive a charitable income tax deduction for the full fair market value of the securities, and at the same time you may avoid capital gains taxes on appreciated stock. This helps stretch your gift even further.

When making a stock transaction, please email Nichole Rutherford at nrutherford@maine.wish.org with any questions or to receive a tax receipt for your records once the stock has been received.

National Financial Services/Fidelity Investments/Means Wealth Management- Delivery Instructions:
DTC# 0226
Reference Acct.: 637-737606 /Make-A-Wish Foundation of Maine

Means Wealth Management Contact Information:

Denise Bither
Relationship Manager-Means Wealth Management

Phone: 207-947-6763
Email: denise@meanswealth.com
Means Wealth Management Address: 802 Stillwater Avenue, Bangor, Maine 04401

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.