Gifts of Stock

The Bozeman Public Library on a spring afternoon

Gifting Stock or Other Appreciated Assets

When you donate appreciated assets such as stocks, bonds, or mutual funds directly to the Bozeman Public Library Foundation, you receive a deduction for their full value and avoid tax on the capital gains.

Please contact the Foundation before you begin the stock transfer to provide us with the estimated date of transfer and number of shares being transferred. This helps us confirm your donation was received as intended.

If your broker holds the securities for your account, please instruct the broker to electronically transfer the securities to the Bozeman Public Library Foundation’s account using this information:

  • Receiving Account Name: Bozeman Public Library Fdn, Inc., Reserve Account
  • Account Number: 54892002
  • Brokerage House: D.A. Davidson
  • DTC Number: 0361
  • Financial Advisor: Webster Wealth Management
  • Brokerage House Contact: 406-587-5461

If you have a question, please contact Foundation Director Janay Johnson at 406-582-2426 or janay@bozemanlibraryfoundation.org.