Making a gift of stocks is simple and offers a number of valuable financial benefits:
You can donate appreciated stocks, bonds or mutual funds
The total value of the stock upon transfer is tax-deductible
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 email@example.com.
For gifts of appreciated stocks, please provide your broker with the following information to facilitate the transfer of shares:
Wells Fargo Advisors
3200 Cherry Creek South Drive
Denver, CO 80209
Financial Advisor for EWB-USA: Rich Fresquez
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.