A donor-advised fund (DAF) is an investment account that makes it possible for you to give to charities and benefit from certain investment and tax advantages. To learn more about setting up a DAF, please speak with your financial or investment advisor.

To give to Twin Cities R!SE through a DAF, you may need the following information:

• Federal Tax ID: 41-1761118

• Tax Exempt #: 1362430

• Brokerage: UBS Financial

• Account #: 7N05245 (number zero)

• DTC #: 0221

Please advise your investment firm to include your name and contact information with your gift. If you have any questions, please contact Sarah Berry at (612) 279-5818 or sberry@twincitiesrise.org.

By contributing securities or mutual funds to Twin Cities R!SE, you may enjoy certain tax benefits. Please speak with your financial, investment, or tax advisor for details.

To give securities or mutual funds to Twin Cities R!SE, please use the following information:

• Federal Tax ID: 41-1761118

• Tax Exempt #: 1362430

• Brokerage: UBS Financial

• Account #: 7N05245 (number zero)

• DTC #: 0221

Please note that due to privacy laws, your broker may not be able to tell us who has made the gift. Please contact Sarah Berry at (612) 279-5818 or sberry@twincitiesrise.org with your name, the type of security to be transferred, and either the number of shares to be transferred or the approximate value of the security so we can thank you.

PAYROLL DEDUCTION:

Many organizations provide employees with the option to donate directly from their paychecks. This can be convenient and may have certain tax advantages. If you give this way, Twin Cities R!SE may not receive your contact information. Please contact Carol Manthey at (612) 279-5801 or cmanthey@twincitiesrise.org so we can acknowledge your gift.

UNITED WAY:

You may designate TCR as a full or partial recipient of your United Way campaign contributions. Please let us know if you have pledged to us through the United Way so that we can acknowledge your generosity.

A planned gift is a way to support Twin Cities R!SE through your estate or other financial plans, creating an impact that continues beyond your lifetime.

You can include TCR in your will or living trust, name TCR as a beneficiary of a retirement account or life insurance policy, or explore other giving options with your financial advisor.

Your gift can help future R!SERs access career training, Personal Empowerment, and the support they need to build lasting financial stability.

Those who include TCR in their future plans are invited to join the Rothschild Legacy Circle, named after our founder, Steve Rothschild. There is no minimum gift required.

To learn more about our Rothschild Legacy Circle, please contact Sarah Berry at (612) 279-5818 or  sberry@twincitiesrise.org.

You may be able to double or even triple the impact of your gift. Many companies match the gifts of their employees, employees’ spouses, and retirees. Please check with your employer today!