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.
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!