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From the desk of:

Liz Archuleta

President & CEO

When you direct your Arizona Charitable Tax Credit to UWNA, your gift fuels programs that expand youth opportunity, foster greater health and more community resilience, and help families achieve lasting financial stability.

For the 2025 year, you can donate up to $495 as an individual or $987 if married and filing jointly. You do not need to itemize to claim this credit and you can combine it with other Arizona tax credits. Gifts can be made as a one-time donation or through a workplace campaign.

To claim your credit when you file, use code 20726 on Arizona Forms 301 and 302.

IRA Distributions. If you are 70½ or older, you may be able to make a Qualified Charitable Distribution (QCD) directly from your IRA to UWNA.

Potential benefits include:

• Transferring up to $108,000 (2025 limit)
• Distributions are not taxable
• Gifts may count toward your Required Minimum Distribution (RMD)
• Benefits apply even if you do not itemize deductions

Gifts of Appreciated Stock. Donating appreciated securities can be a powerful and tax-efficient way to give. It can help avoid capital gains taxes on appreciated assets and you could quality for a charitable deduction for the full fair market value (if stocks are held at least for a year and a day). It’s a great way to make a substantial impactful gift without affecting your cash flow.

For questions about IRA distributions or gifts of stock, please contact United Way of Northern Arizona at (928) 773-9813. Our team is happy to help or connect you with additional information.

United Way encourages donors to consult with their own legal or tax advisors regarding the tax implications of these gifts.

Thank you for being part of this community and showing that United is the Way to provide programs and services that strengthen our region today and for generations to come.