Stocks, Bonds, or Mutual Fund Gifts

Giving a Gift of Stock has Many Benefits

How Do I Make a Stock Gift?

The easiest way to make a gift of stock is to transfer the shares electronically. Tell your broker or financial advisor you would like to make a stock gift to Prickly Pear Land Trust. Share the following information with your advisor when requesting the transfer:

    Name
    Email
    Phone Number
     

    You may also mail your unendorsed certificate(s) and stock power, in separate envelopes, by registered mail to:

    Prickly Pear Land Trust
    Ingrid Lovitt, Development Manager
    40 W. Lawrence, Suite A
    Helena, MT 50601

    Regardless of the method chosen to deliver a gift of stock, you or your transferring broker must provide Prickly Pear Land Trust with the following information:

    For more information on donating a gift of stock, please contact:
    Ingrid Lovitt, Development Manager (406) 442-0490 or via email.

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