Donate Stock
A charitable gift of appreciated stock provides an opportunity for tax savings while generously supporting The Vital Ground Foundation.
Electronic delivery of stock shares is the most secure and expedient delivery process available and provides efficient internal control as well as cost savings. However, you may also transfer certificates directly. To help you facilitate a gift of stock, please use the following instructions. Or go straight to our stock donation form, which you can submit by mail or fax.
Notification of Donor Intent
Regardless of the method chosen to deliver a gift of stock, the donor or the transferring broker must provide the following information, for audit and acknowledgement purposes:
- Donor's name and complete address
- Name and number of securities transferred
- Broker's name and phone number
- Approximate dollar value of gift
You may use our stock donation form, provide a letter, or send an e-mail to communicate this information at time of transfer to:
The Vital Ground Foundation
Attn: Development Department
T-2 Fort Missoula
Missoula, MT 59804
E-mail: development @ vitalground.org
Phone: (406) 549-8650
Fax: (406) 549-8787
Securities Delivered Electronically
The following information will enable your broker to facilitate an electronic transfer of stock:
Brokerage: Wells Fargo/First Clearing
432 West Spruce St., Suite 102
Missoula, MT 59802
Phone: 406-830-3286
Fax: 406-830-3291
DTC Number: 0141
Account Number: 5100-9964
Account Name: The Vital Ground Foundation
Vital Ground Tax ID: 87-0483446
Securities Delivered by Mail
You can forward your stock certificate(s) directly to The Vital Ground Foundation. Mail your unendorsed certificate(s) via registered mail and stock power form, in separate envelopes to:
The Vital Ground Foundation
T-2 Fort Missoula
Missoula, MT 59804
Attn: Development Department
We recommend that you send the certificate(s) via registered mail.
If you have questions about making a stock donation to The Vital Ground Foundation, please contact the Development Department at (406) 549-8650 or development @ vitalground.org.
Stock Donation Form
Download the stock donation form we've prepared for you.
The Vital Ground Foundation has public charity, non-taxable, 501(c)(3) status in the United States. We rely on the annual support of many generous individuals, foundations, and corporations.
