Making a gift of stocks is simple and offers a number of valuable financial benefits:
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You can donate appreciated stocks, bonds or mutual funds
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The total value of the stock upon transfer is tax-deductible
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There is no obligation to pay any capital gains taxes on the appreciation
To give a gift of stock, please follow the instructions below. For additional questions, please contact the Public and Donors Relations team at donate@ewb-usa.org.
Donation Instructions
For gifts of appreciated stocks, please provide your broker with the following information to facilitate the transfer of shares:
Wells Fargo Advisors
143 Union Blvd, Suite 1050
Lakewood, CO 80228
Financial Advisor for EWB-USA: Terry OLeary-Hunter
Phone: 303-742-2322
Toll-free: 800-677-8301
DTC # 0141 Engineers W/O Borders USA
Account # 2445-7832
EWB tax identification # 84-1589324
Note: It is important to notify EWB-USA that you will be making a gift in case your name and the donation’s intent do not accompany the electronic shares transfer.
Disclosure
Investment and Insurance Products are:
- Not Insured by the FDIC or Any Federal Government Agency
- Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
- Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company