Making a gift to the ACLU Foundation via stock, or other securities (such as bonds or mutual funds), allows you to have an immediate impact on the fight for civil liberties.
The total value of your gift is tax-deductible as long as it has been held for at least one year. There is no obligation to pay any capital gains tax on the appreciated value. And, the gift is fully deductible as of the date it arrives in our account.
Frequently Asked Questions
Q. Can I transfer my stock electronically?
A. Yes, if your stock is held in brokerage account, you can transfer your gift electronically.
Please provide your broker with the following information:
DTC #: 0361
Account Name: ACLU of Montana Foundation
Account #: 11249080
Brokerage: DA Davidson, Helena, MT
Q. Do I need to notify the ACLU about my stock transfer?
A. Yes, when your stock is transferred to our account, we do not receive any information that identifies you as the donor. Please notify us at montana@aclu.org or (406) 204.0292 when you transfer stock and provide the following information: • Name of the stock • Number of shares • Your name and address
Q. What is the ACLU Foundation’s tax identification number?
A. Our tax id number is 81-0445339.
Q. Can I make a donation using a paper stock certificate?
A. Yes, we can accept your paper stock certificate. Please contact us at stock@aclu.org or 212.549.2550 for more information.
Q. I have other questions. Who do I contact?
A. Please email us at montana@aclu.org or call us at 406.204.0292.