Insights

Dates & Deadlines: Your Year-End Giving Guide

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With the holiday season upon us, it’s a good time to focus on your year-end gift planning.

Here are some important dates to remember when making your gifts and grants with the Trust:

 

Adding to your fund

Checks: Checks mailed to the Trust for deposit into your donor advised fund must be postmarked by December 31 to be counted for tax purposes in 2017.

Stocks: If you plan to make a stock gift to your fund, the transfer must be completed by December 29.

Mutual funds: Mutual fund gifts must be initiated by December 8, in order to ensure processing by December 29.

 

Grant making from your fund

If your grant check must be received by the organization by December 31, you must submit the grant recommendation by the end of day Wednesday, December 13.

If your grant check must be postmarked by December 31, you must submit the grant recommendation by the end of day Wednesday, December 20.

 

If you have any questions about deadlines, or need any help wrapping up your year of giving, please don’t hesitate to contact your relationship manager for assistance.