Gifting Stock or Other Appreciated Assets
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 email@example.com.