Give the Gift of Stock

Stock Transfer Instructions

To make a gift of securities, please transfer shares directly to PERC’s account at Stifel Nicolaus, Account Number 2923-0486; DTC Number 0793

Dave Palagi (Account Representative)
Stifel Nicolaus Financial Advisors
875 Harmon Stream Blvd
Bozeman, MT 59718

Please have your broker inform PERC by email to or fax to 406-586-7555 when the transfer has taken place.

PERC EIN: 81-0393444

How It Works
  • You transfer appreciated stocks, bonds, or mutual fund shares you have owned for more than one year to PERC.
  • PERC sells your securities and uses the proceeds for its programs.
  • You receive an immediate income tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.
  • You pay no capital gains tax on the transfer when the stock is sold.
  • Giving appreciated stock could be more beneficial than giving cash.