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Give the Gift of Stock

Stock Transfer Instructions

To make a gift of securities, please transfer shares directly to PERC’s account at D.A. Davidson, Account Number 18070428; DTC Number 0361

Brian Brown (Account Representative)
D.A. Davidson
1101 E Main St, Suite 301
Bozeman, MT 59715

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 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.