Give the Gift of Stock

Stock Transfer Instructions

To make a gift of securities, please transfer shares directly to PERC’s account at Edward Jones, Account Number 360-20752-1-4; DTC Number 0057

Jon Stites (Account Representative)
Edward Jones
3970 Valley Commons Dr., Unit 2
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.