In order to ensure that we receive your gift of investment securities successfully and that you receive proper credit, please share this letter of instruction with your investment broker or firm. Please ask them to include your name and indicate that your gift is for St. John’s Episcopal Church.
If your broker or investment firm has any questions, please ask them to contact our investment firm (Bar Harbor Trust Services) at 207-667-6404.
Delivery Instructions for the Sending Firm:
Please note that Bar Harbor Trust Services is not ACAT eligible. Securities must be delivered via Depository Trust Company (DTC).
Prior to the transfer of securities, please contact Bar Harbor Trust Services at 207-667-6404 to notify them of the pending transfer. Please provide them with the donor name, recipient name (St. John’s Episcopal Church), security description, and approximate value. This information will allow them to notify us of the transfer and process and credit the gift successfully.