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) 684-3322 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 | WE-88010-FG | WE-88029 |
| DTC number | 0221 | 0221 |
For both, please 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!
