Stock gifts: Two easy options for 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.

Option 1: One-step donation through DonateStock

Click the button below to donate your appreciated shares in one easy step via EDF's preferred partner, DonateStock.

After filling out a simple form, they'll work with EDF and your broker to transfer and liquidate your share, deposit the proceeds with EDF, and ensure you're promptly receipted for your gift.

Keep in mind: Your shares must be publicly-traded, held for at least one year, and appreciated in value to use this option. If your shares do not meet these criteria, or if you intend to donate your stock to EDF's sister organization, EDF Action, please use Option 2 below instead.

PLEASE NOTE: IF YOU’VE DONATED SHARES THROUGH OPTION 1 VIA DONATESTOCK, YOU’RE DONE. DON’T PROCEED TO OPTION 2.

Option 2: Three-step alternative method

In some cases, you may need or wish to coordinate your stock donation yourself. This includes gifts of depreciated stock, privately-held or thinly-traded stocks, and stocks you've held less than a year. This method is also required when donating shares to EDF's sister organization, EDF Action.

See instructions

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 Hollenbaugh, Rukeyser, Safro, and Williams Team 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 Hollenbaugh, Rukeyser, Safro, and Williams Team
UBS Financial Services Inc.
The Hollenbaugh, Rukeyser, Safro, and Williams Team
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

Required
Required
Required
Required
Required

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.

EDF commits to responsible and respectful use of your information. Please see our privacy statement and privacy statement terms & conditions for full details.