Donate

Give Stock

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Giving Stock refers to the process of donating appreciated stock or securities to charitable organizations, offering a highly tax-efficient way for donors to contribute. Instead of donating cash, individuals can transfer stocks directly to charities, allowing them to potentially avoid capital gains taxes and receive a charitable deduction for the full market value of the stock.

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A gift of stocks

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 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

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