GIVE A GIFT OF APPRECIATED STOCKS OR MUTUAL FUNDS
If you’d like to make a gift of stock or mutual funds to Priority Living dba The Wild Adventure, it is as easy 1-2-3. Follow our three step process below:
1. Obtain broker information
Download this sample document as a reference and call Mike Cibulka at (612) 963-0277 to receive our broker account information.
2. Initiate the transfer
Contact your broker and ask them to transfer your stock or mutual funds into Priority Living's broker account. Use the sample
3. Send back a completed document
Once your transfer is initiated, email our GM at su.awt@ekim and confirm. If you wish, send in any information that helps our accountants attribute your gift from you to The Wild Adventure. We ask this because sometimes transfers don’t include key information, which makes this step important in the process of producing your tax receipt from your gift.
- • Complete the document.
- • Email it to our GM.
- • We will mail you a receipt confirming your gift.
Questions?
Our GM would be delighted to answer your questions about giving strategically to The Wild Adventure.
You can reach out to Mike Cibulka today at su.awt@ekim.