MAKE A GIFT OF STOCK to MISSOULA INTERFAITH COLLABORATIVE
Making a gift to Missoula Interfaith Collaborative (MIC) in the form of stock or mutual funds allows you to have an immediate impact on our work in the Missoula community, while also possibly paying less in income taxes.
As always, we recommend that you consult a tax professional with any specific questions.
Please follow the steps below in making a gift of publicly traded stocks or mutual funds.
STOCKS OR MUTUAL FUNDS DONATION INSTRUCTIONS
- If you have questions about donating securities to MIC, please call Rebecca at 406-207-8228 or email her at firstname.lastname@example.org. We will answer all your questions and take your information over the phone.
- Please provide your broker with the following information:
Name of Account: Missoula Interfaith Collaborative
Name of Broker: RBC Capital Markets
DTC Number: 0235
Tax ID: 46-3396495
3. When your stock or mutual funds are transferred to our account we do not receive any information that identifies you as the donor. We wish to ensure all gifts are properly received and acknowledged, so please email email@example.com or call 406-207-8228 either before or after donating securities and provide the following information about the gift:
Name of the stock
Number of shares
Your name and address
Thank you for your consideration.
The foregoing information is general and educational in nature and does not take into consideration your personal circumstances or other factors that may be important in making tax and investment decisions.