STOCK AND SECURITIES TRANSFERS
There are two ways to donate stocks and securities to United Way of Treasure Valley, you can initiate a transfer through your broker, or you can call us and we will provide you with personal assistance.
Questions? Contact Mark Nail, United Way of Treasure Valley Director of Finance (208) 807-2933.
IRA QUALIFIED CHARITABLE DISTRIBUTIONS
If you are 70 ½ years old or older, you can take advantage of a simple way to benefit United Way of Treasure Valley and receive tax benefits in return. You can give up to $100,000 from your IRA directly to a qualified charity, such as ours, without having to pay income taxes on the gift.
Why Consider This Gift?
You can choose to designate your gift through our Donor Choice Program, meaning you do not have to make separate distributions to give to more than one charitable organization.
You pay no income taxes on the gift. The transfer generates neither taxable income nor a tax deduction, so you benefit even if you do not itemize your deductions.
If you have not yet taken your required minimum distribution for the year, your IRA charitable distribution gift can satisfy all or part of that requirement.
To make an IRA Qualified Charitable Distribution contact your retirement account manager or your financial advisor, or contact Ed Schultz at 208-807-2931 or firstname.lastname@example.org
Making a provision for United Way of Treasure Valley in your will or trust acknowledges and honors the legacy that you would like to leave in our community. Your donation can be given as a percentage of your estate or a specific dollar amount.
BENEFITS OF MAKING A LEGACY GIFT
- You will leave a lasting legacy to be remembered
- You lessen the burden of taxes on your family
- You may receive estate tax savings
If you already have a will or trust and plan to include United Way of Treasure Valley please notify us by calling Ed Schultz at (208) 807-2931.
If you don’t have a will you are invited to use our no cost online will making system FreeWill.com by clicking here.