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!