Mercy Health System of Maine gratefully accepts gifts of publicly traded securities, including stocks, bonds and mutual funds. These types of gifts may be transferred electronically or delivered in certificate form. It is the Health System's general policy for all publicly traded securities to be sold upon receipt.
To receive prompt credit for your gift to Mercy Hospital, Gary's House, McAuley Residence, or VNA Home Health & Hospice, please contact Kim Toppi at (207) 879-3605 in Mercy's Development Office with the following information:
- Your intent to make a gift to Mercy Health System
- The estimated transfer date
- The name of your securities firm
- The name and contact information of your broker
- The intended purpose of your gift (for example: restricted to one department; unrestricted)
Electronic Transfer - Mercy Health System has established brokerage accounts at a number of local firms. However, our main account resides at UBS Financial, and all gifts of securities should be directed there if possible. Securities should be transferred to the following:
UBS Financial
One City Center
Portland, ME 04101
Mercy Acct # MH 08757-99
DTC #0221
Physical Delivery - Securities with properly completed endorsement(s) or stock power(s), should be hand-delivered to Mercy. So that we may better serve you, please call Kim Toppi at (207) 879-3605 to schedule an appointment to deliver these documents.
Office of Development
The Development staff at Mercy is available to assist you in achieving your charitable giving objectives. For further information, please contact Susan Rouillard, Chief Development Officer, at (207) 879-3487 or by e-mail.
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