Planned Giving & Stock Gifts


 
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You can make a gift…

that will make an important, lasting impact on your community for years to come. To learn more about planned giving options please contact Lily Lynch, VP of Development and Communications, at 207.523.5030 or lily.lynch@opportunityalliance.org.

Interested in making a stock gift?

Below are details you can provide to your broker to make transfers.

Receiving Brokerage Firm: Fidelity Investments DTC#: 0226 Account Number: 638-283458 Account Name: The Opportunity Alliance

Please note that stock donations transfer with no accompanying donor information. We would appreciate it if you or your financial advisor notify lily.lynch@opportunityalliance.org once your donation is made.