A gift of appreciated stock is one of the most tax-advantaged ways to support United Way. When you donate stock directly, you avoid capital gains tax on the appreciated value and receive an additional charitable deduction that reduces your taxable income.

This means you can give more — and pay less taxes — while fueling programs that provide food for families, housing stability, access to health care, and early learning opportunities for kids across the Treasure Valley.

You can donate stocks directly to United Way of Treasure Valley by initiating the transfer from your financial institution using the below information:

Brokerage Account Transfer Instructions:
Account Title: United Way of Treasure Valley
Account Number: 7496-5515
DTC: 0164
Brokerage Firm: Charles Schwab & Co.
Advisor Contact: Figure 8 Investments — 208-385-0078

To ensure we can properly acknowledge your gift, please notify our Director of Finance, Mark Nail — mnail@unitedwaytv.org | 208-807-2933
United Way of Treasure Valley Tax ID: 82-0299013

If you’re age 70½ or older, you can make a gift directly from your IRA to United Way of Treasure Valley. This is called a Qualified Charitable Distribution (QCD) — and it’s one of the most tax-efficient ways to give.

Your IRA administrator will send the gift directly to United Way (usually by check), so it counts toward your Required Minimum Distribution (RMD) but does not count as taxable income for you. It’s a simple way to make a meaningful gift while lowering your taxes.

To make a QCD, contact your IRA custodian and request that your gift be sent directly to:
United Way of Treasure Valley
P.O. Box 16330
Boise, ID 83715
Tax ID: 82-0299013

To ensure we can properly acknowledge your gift, please notify
our Director of Finance, Mark Nail — mnail@unitedwaytv.org | 208-807-2933
United Way of Treasure Valley Tax ID: 82-0299013

If you have a Donor Advised Fund, you can easily recommend a grant to United Way of Treasure Valley through your fund. It’s one of the most flexible and tax-smart ways to give.

When you contribute to your Donor Advised Fund, you receive an immediate charitable deduction. Your balance grows tax-free until you’re ready to recommend a grant to United Way. This allows you to plan your giving, support multiple causes, and make a larger impact over time.

Your fund manager (such as Schwab Charitable, Fidelity Charitable, or your local community foundation) can send your gift directly to:
United Way of Treasure Valley
P.O. Box 16330
Boise, ID 83715
Tax ID: 82-0299013

To ensure we can properly acknowledge your gift, please notify our Director of Finance, Mark Nail — mnail@unitedwaytv.org | 208-807-2933
United Way of Treasure Valley Tax ID: 82-0299013

Donating cryptocurrency is another tax-smart way to make a difference. Because the IRS treats crypto as property, when you donate appreciated cryptocurrency directly to United Way, you can avoid capital gains tax and take a charitable deduction for the full fair market value of your gift.

United Way partners with FreeWill to make crypto giving easy and secure. When you donate cryptocurrency through FreeWill, it is immediately converted to cash, so your gift can be put to work right away in United Way programs. We do not hold cryptocurrency assets.
To explore this option, go to FreeWill and choose United Way of Treasure Valley as the beneficiary of your cryptocurrency gift.

Questions? Contact our Director of Finance, Mark Nail — mnail@unitedwaytv.org | 208-807-2933
Tax ID: 82-0299013

Everyone needs a plan — and yours can make a lasting difference. By including United Way of Treasure Valley in your will, trust, or estate plan, you can create a legacy that helps local children, families, and communities thrive for generations to come.

Legacy gifts offer estate tax savings and income tax benefits for you and your loved ones, while ensuring your generosity continues to strengthen Idaho’s communities.

United Way partners with FreeWill to offer you a simple, free, and secure tool to start your will or estate plan today.

If you’ve already included United Way in your plans — or would like to learn more — please contact Mark Nail, our Director of Finance, at mnail@unitedwaytv.org or 208-807-2933 for confidential guidance.
Tax ID: 82-0299013
Start your plan with FreeWill →

Monthly giving is one of the easiest and most meaningful ways to make a lasting difference. When you set up a recurring monthly gift, you provide United Way of Treasure Valley with steady, reliable support that helps us plan ahead and respond quickly when needs arise.

Even small monthly gifts add up to big impact over time — helping families keep food on the table, kids succeed in school, and communities stay strong all year long. It’s an easy, budget-friendly way to make a big impact — and you can adjust or cancel anytime.

Online or Credit Card: Give securely through the form at the top of this page.

By Mail: Please make checks payable to United Way of Treasure Valley and send to:

United Way of Treasure Valley
P.O. Box 16330
Boise, ID 83715
Tax ID: 82-0299013

Many donors still prefer the simplicity of a cash gift. Whether you give online, by check, or by credit card, your contribution is tax-deductible, helping reduce your taxable income while supporting children, families, and communities all across Idaho.

Online or Credit Card: Give securely through the form at the top of this page.

By Mail: Please make checks payable to United Way of Treasure Valley and send to:
United Way of Treasure Valley
P.O. Box 16330
Boise, ID 83715
Tax ID: 82-0299013