Adviser Resources

If you are advising a client who is considering a planned gift or bequest to Coastal Maine Botanical Gardens, we welcome the opportunity to work with you in helping your client. Please use the below resources and tools and feel free to contact us any time for further information or assistance on a confidential basis.

Here is some basic information about our organization:

Legal Name

All charitable gifts should be directed to “Coastal Maine Botanical Gardens, P.O. Box 234, Boothbay, ME 04537, a Maine 501(c)(3) tax-exempt, charitable organization, or its successor, Federal Tax Identification Number: 01-0476545.”

Tax I.D. Number

Coastal Maine Botanical Gardens's Tax ID number is 01-0476545.

Consistent with safeguarding its own interests, Coastal Maine Botanical Gardens tries to make arranging a gift for the organization’s benefit as easy as possible, and we strive to honor the intentions of all our donors. Accordingly, we hope the following will prove helpful:

• Read our suggested bequest wording.
• Click here for a copy of Coastal Maine Botanical Gardens’s gift acceptance policies.

Gifting Securities

Gifts of securities, such as stocks or bonds, to Coastal Maine Botanical Gardens are welcome and encouraged. We maintain an account with Fidelity Investments. Delivery of securities to our account can be made either electronically (via DTC) or in certificate form (with proper endorsement or a stock power):

DTC Eligible Securities:
DTC #0226
FBO Coastal Maine Botanical Gardens, Inc.
Account #X20 178 071

In Certificate Form:
Fidelity Investments
FBO Coastal Maine Botanical Gardens, Inc.
Account #X20 178 071
Attn: TOA Receive
PO Box 770001
Cincinnati, OH 45277-0036

Important Note to Financial Institutions or Donors:
In order to credit the gift to the proper donor when the gift is sent to Fidelity Investments, please contact the Gardens (see information below) with the name of the security, number of shares, and donor’s name. Thank you.

Gifts by Wire Transfer

We welcome gifts and pledge payments made to our Coastal Maine Botanical Gardens bank account.

Bank Name = Bath Savings Institution
Bank Address = 105 Front Street Bath, ME 04530
ABA/Routing # = 211274447
Account # = 07313195

If one of your clients arranges an estate gift for the benefit of the Gardens, we would very much appreciate knowing about the gift, both so we can express our sincere gratitude and – as noted above – so we can make sure we will be able to fulfill the donor’s wishes.

Of course, we respect the fact that in some cases donors prefer to remain anonymous. If you are willing to serve as an intermediary, a client of yours can share information about his or her plans without divulging his or her identity.

• Learn more about Perennial Society.
• Download a confidential form that can be used in notifying Coastal Maine Botanical Gardens that an estate gift has been arranged for the foundation's benefit.  

Finally, we want to be of assistance to you in any way we can, whether you are simply looking for general information about charitable giving, considering particular options on behalf of a particular client, or needing our cooperation in the administration of a bequest or other type of planned gift. 

• Contact us to discuss a potential – or hypothetical – gift situation or to request a gift illustration.
• Give our online calculator a try. 

Thank you for the work you do on behalf of our donors!