Donating stock to United Way of Treasure Valley is easy and convenient. Those who donate stock enjoy numerous benefits, including:
- Claiming the market value of the securities as a tax-deductible contribution (as opposed to the cost basis).
- Avoiding capital gains tax, local and state taxes on the profit from the sale of securities.
3 ways to give stock:
- Go through your own broker
Please complete a pledge form and fax/ mail a Stock Transfer Authorization letter to your broker and to United Way of Treasure Valley. Notifying United Way of Treasure Valley will ensure that your gift will be processed expediently.
- Take your stock to a United Way of Treasure Valley broker ... read more>
- Give stock via a trust account ... read more>
Sample Authorization Letter
In order to avoid the capital gains tax, donors must give the stock directly to United Way of Treasure Valley. It is United Way of Treasure Valley’s policy to sell stock immediately upon receipt.
For your convenience, United Way of Treasure Valley has brokerage accounts established with many firms.