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.

You can recommend a grant from your DAF directly through the donation form at the top of this page. Simply enter the amount you’d like to give, continue through the transaction, and select DAFpay as your payment method. DAFpay will then connect you with your sponsoring organization to complete your gift.

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.

You may also work directly with your fund manager, such as Schwab Charitable, Fidelity Charitable, or your local community foundation, to send your gift 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.

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

The decisions we make today shape the communities our children and grandchildren will inherit tomorrow. A legacy gift is more than a financial contribution — it’s an opportunity to strengthen Idaho communities and help future generations of children and families thrive.

By including United Way of Treasure Valley in your estate plan, your values and generosity can continue creating impact well into the future. United Way of Treasure Valley’s work is rooted here in Idaho, helping strengthen the communities we call home.

There are several simple ways to include United Way of Treasure Valley in your estate plan, including:

• A gift through your will or living trust
• Naming United Way of Treasure Valley as a beneficiary of a retirement account (IRA, 401(k), or 403(b)), life insurance policy, or investment or bank account
• Including United Way of Treasure Valley in your donor-advised fund succession plan

If you choose to include United Way of Treasure Valley in your estate plan, you may share the following sample language with your attorney:

“I gift [$_____, specific property, _____%, etc.] to United Way of Treasure Valley, Inc., Tax ID: 82-0299013, for its general charitable purposes.”

This language is provided as a sample only. We encourage you to consult with your attorney or other professional advisors when preparing or updating your estate plan.

Considering a restricted gift? We’re happy to help direct your gift toward the work you care about. To ensure we can honor a specific restriction over time, please contact us before finalizing your gift language.

If you include United Way of Treasure Valley in your estate plan, we hope you’ll let us know. Sharing your intentions allows us to thank you, understand your wishes, and welcome you into our Legacy Society.

To share your intentions or learn more, contact Emma Schwarz, Manager of Leadership Giving, at eschwarz@unitedwaytv.org.

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