Stock Donation

If you would like to donate with stock

please complete the following three steps:

1. Complete this form and click on the SUBMIT button below:

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Upon receipt of each gift
Via email
Annual acknowledgment
No acknowledgment
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* indicates a required field
 

2. Contact your broker or stock holding company. Inform them which stocks and how many shares you will donate to CAI as a tax deductible contribution.

3. Have your broker contact Duane Bjelland (CAI broker) to confirm your DTC stock transfer (ticker and number shares) to CAI.

CAI Stock Broker Contact
Duane Bjelland
Primevest Financial
208 East Main Street
Bozeman, MT 59715
Phone: (406) 585-3939
Fax: (406)585-3802

DTC Routing Instructions
Primevest Financial
DTC Number: 0701
Account Number: 20745787
FOB: Central Asia Institute

You will be credited with the amount of stock value at time of transfer, and you will receive an acknowledgment letter from CAI for that amount.