Giving Stocks and Mutual Funds just got easier!

You can now transfer directly from your Vanguard or Fidelity brokerage accounts.

To Transfer simply enter the name on the account and the account number.

For Vanguard:
Name: Trees, Water & People, Inc - Brokerage Account
Account Number: 82350069

For Fidelity:
Name: Trees, Water & People, Inc
Account Number: 39900000720407864

Don’t have a Fidelity or Vanguard account? You can still transfer using UBS Wealth Management. For that you will need our account number (RC 09649) and UBS’s DTC number (0221).

If you have any questions please contact Diane Vella, TWP Finance Director at 970-233-2404 or diane@treeswaterpeople.org.

Click here to learn more about why gifting stock is one of the best ways to support a great cause and reduce your tax burden!