Stock gifts: Three easy steps to giving

Stock Gifts infographic

Donating stocks, bonds or mutual funds to EDF is a smart investment and will deliver strong results for the environment. Making a gift of appreciated securities is 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 before you transfer your shares to EDF’s account at The Fortis Group UBS Financial Services, Inc. You can also call 202-572-3298 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 EDF Action
Tax deductible? Yes. As a 501(c)(3) organization, contributions to EDF are eligible for charitable deductions within the limits prescribed by US law. No. As a 501(c)(4) organization, contributions to EDF Action [Environmental Defense Action Fund] are not tax-deductible.
Tax ID 11-6107128 90-0080500
Account number Y1 88010 Y1 88029
DTC number 0221 0221
Receiving Institution The Fortis Group
UBS Financial Services Inc.
The Fortis Group
UBS Financial Services Inc.

Questions? We're here to help Monday-Friday, 9am-5pm Eastern time.


Andrew McDowell
Manager, Member Services
Environmental Defense Fund
Phone: 202-572-3365
Email: stockgifts@edf.org

Step 3

EDF will sell the stock and send a donor tax receipt using the contact information you provide.

If you prefer to make your stock gift anonymously, we are happy to honor your request. A name and valid contact information must still be supplied so that we may receipt your stock gift.


Fill out the form below to get started!

Making a Gift of Stock

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Broker Information

If you’d like to designate your gift to a particular aspect of our work, please let us know.

Please note that as a 501(c)(3) tax-exempt charitable organization, Environmental Defense Fund cannot accept gifts made to promote or oppose particular political candidates. Those interested in political gifts might consider the work of our advocacy partner, Environmental Defense Action Fund.

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