Donating appreciated stocks, bonds or mutual funds is quick, surprisingly simple and may provide you with significant tax benefits.
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.|
For both, please contact:
The Fortis Group at UBS Financial Services Inc.
Phone: (212) 626-8754
Fax: (855) 270-9459
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!