Thank you for your interest in making a gift of appreciated securities to the Blue Hill Public Library. To ensure a swift and accurate direct transfer of your securities to our brokerage account, follow these three easy steps:
Step One: Broker Instructions
- The Vanguard Group
- Account #54267916
- DTC: #0062
- For further credit to: Blue Hill Public Library
- Tax ID# 01-0212602
Step 2: Let BHPL know
Please email or call the Blue Hill Public Library (firstname.lastname@example.org , 207-374-5515 x13) of your intention to transfer securities by supplying the following information:
- Your name, address and telephone number;
- Your broker’s name and Institution
- The security’s name, Cusip # and Trading Symbol;
- The anticipated date of transfer.
Step 3: Ask your broker to:
Please notify BHPL of completed transfer by email: Rboulet@bhpl.net or telephone: (207) 374-5515 ext 13.
Need a form? DOWNLOAD STOCK TRANSFER INSTRUCTIONS
If you have any questions regarding these procedures please contact Richard Boulet, Library Director at (207) 374-5515.
Thank you for your interest in making this important gift to the Library.