Stock gifts: Three easy steps to giving

Stock Gifts infographic

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) 505-0703 ext. 1218 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 (Tax ID: 11-6107128)
Account #: WE-88010-FG
DTC number: 0221

or

Environmental Defense Action Fund (Tax ID: 90-0080500)
Account #: WE-88029
DTC number: 0221

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!

Making a Gift of Stock

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.

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