Stock transfer instructions

Thursday, November 12, 2015

How to Make a Gift of Stock to The Wilderness Society

Thank you for considering a gift of stock to The Wilderness Society!  Making a gift of appreciated assets is a wonderful way to support our critical work to protect our nation’s natural heritage – and it’s easy!

Step 1:  Share the following information with your broker:

Account:                                  The Wilderness Society-Gift Stock Account

DTC Number:                          2027

Agent Bank ID Number:          94866

Account Number:                    25767500

Wells Fargo Contact:    

Step 2:  Tell us about your gift!  Many stock gifts we receive do not include the names of our donors, and we want to be able to thank you for your gift.  Notifying us is as easy as sending an email to Andrea O’Brien at or calling her at (202) 429-2626 with the following information: 

  • Your name, address, and phone number
  • Name of the security
  • Number of shares transferred
  • The name of your brokerage
  • Date you spoke with your broker or expected date of transfer

And that’s it!  If you have any questions, let us know.  We can be reached by email at or by phone at (202) 429-2626.

Did you know?  You can make a larger gift using appreciated assets that you’ve owned for more than one year than you could otherwise make using cash.  When you itemize your deductions, your gift is tax-deductible and you will avoid capital gains tax on those shares transferred to The Wilderness Society. 

Download a printable version (PDF) of this information to share with your broker. 

Thank you for helping us protect our precious wildlands!