Stock Transfer Information
Thank you for making a gift of stock to Helena Food Share. The following instructions will make it easy!
First, please let us know the name of the stock and the number of shares you wish to be liquidated. You can call either of the following Development staff members:
- Liz Harrison, Development Director: 406-443-3663, ext. 104
- Denise Trautman, Development Coordinator: 403-443-3663 ext. 103
To make the transfer, please call D.A. Davidson in Helena, and ask for Molly Mosness who is our broker. She will assist you in making the transaction:
Molly Mosness, Senior Vice-President
- Please ask that your name(s) be included in the transfer documentation sent to Helena Food Share, and also let us know if you wish your donation to be anonymous.
- When making the transfer please reference the following:
- Helena Food Share DTC: 0361
- Helena Food Share Account # : 33847320
Please give us a call if you have any questions. Thank you again for supporting our neighbors in need.