Gift my Shares to Individuals or Charities

eServices Inquiry Manager

Contact Us:
800-304-7404

Monday through Friday
8:00 a.m. - 7:00 p.m. Central Time

Online Access
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Mailing Address:
Mairs & Power Funds
c/o U.S. Bank Global Fund Services
PO Box 219337
Kansas City, MO 64121-9337

Overnight Mail:
Mairs & Power Funds
c/o U.S. Bank Global Fund Services
801 Pennsylvania Ave Suite 219337
Kansas City, MO 64105-1307

Gift my Shares to Individuals or Charities

Gifting shares gives you the ability to transfer mutual fund shares directly to an individual, corporation, charity, non-for-profit, church, or other entities. The individual or entity that is being gifted shares must be aware of the gift and complete a New Account Application if they do not have an account. You are unable to gift shares in-kind from an Individual Retirement Account (IRA).

Instructions and Links

Additional Information

To gift shares from your account, we require a signature guaranteed Letter of Instruction form signed by all account owners.

If the individual or entity receiving the gift does not have an account within Mairs & Power Funds, we require a completed and signed New Account Application or Entity Application.

The signature guarantee requirement is to protect against unauthorized requests by assuring the required signatures are genuine. A signature guarantee can be obtained at many commercial banks, credit unions, savings associations, or broker-dealers. A notary public is unable to provide an acceptable guarantee.

Please review our Gift Guides for more information:
- Gifting Shares to an Individual
- Gifting Shares to an Organization

Before investing, consider the fund's investment objectives, risks, charges and expenses. Please call 800-304-7404 or visit the Mairs & Power website for a prospectus or, if available, summary prospectus, containing this information. Read it carefully.

Mairs & Power Funds and its representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. Individuals should consult their tax and/or legal advisor for advice and information concerning their particular situation.