Stock Gifts

Montana Audubon can accept stocks, bonds, or other securities. Gifts of appreciated stock or other securities can be a mutually beneficial way of contributing to Montana Audubon—allowing you to make an immediate impact on conservation in Montana while receiving a substantial tax benefit.

When you donate appreciated securities that you have held for at least one year, you can get a more favorable tax deduction on your federal income tax return and avoid capital gains taxes that would have been due had you sold the securities. The key is to transfer the assets to Montana Audubon and let us sell the stocks, bonds, or related securities. If you or your broker sells the asset and donates the proceeds, you will be required to pay the capital gains taxes due. Montana Audubon is able to sell or trade your gifted assets, without tax liability, and put all the proceeds to work protecting Montana’s birds and their habitats.

Donating stock to Montana Audubon is simple and straightforward, usually involving a wire transfer of shares from your brokerage account into Montana Audubon’s brokerage account.

Request your broker transfer to our agent:

DTC#: 0793
Stifel Investment Services
Phone: (406) 586-1385
Contact: JT Tonkin or Kimberly Novak
Account Name: Montana Audubon Operating Reserve
Account Number: 7493-3808
Donations to Montana Audubon are tax-deductible as allowed by law.
Tax ID is 81-0412530.