Donating appreciated stocks, bonds or mutual funds is quick, surprisingly simple and may provide you with significant tax benefits.
Step 1
In order for us to provide a proper receipt for your tax benefit, complete our online form. You can also call (800) 505-0703 ext. 1218 or email stockgifts@edf.org to provide your information.
Step 2
Send your broker the following stock transfer information. Please ask them to provide your name with the stock transfer.
Environmental Defense Fund (Tax ID: 11-6107128)
Account #: WE-88010-FG
DTC number: 0221
or
Environmental Defense Action Fund (Tax ID: 90-0080500)
Account #: WE-88029
DTC number: 0221
Contact: Grant Templin
The Fortis Group at UBS Financial Services Inc.
Phone: (212) 626-8754
Fax: (855) 270-9459
Email: grant.w.templin@ubs.com
Step 3
EDF will sell the stock and send a donor tax receipt using the contact information you provide.
We are happy to honor requests for giving to remain private, but cannot receipt gifts without a name and valid contact information.
Fill out the form below to get started!
