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 2018.

Stocks: If you plan to make a stock gift to your fund, the transfer must be completed by December 31.

Mutual funds: Mutual fund gifts must be initiated by December 7 in order to ensure processing by year’s end.

 

Grant making from your fund

In order for grants to be postmarked by December 31, recommendations must be submitted by Wednesday, December 19.

 

Please be aware that The Chicago Community Trust offices will be closed from December 25 through December 31, 2018. If you need assistance during that time, please contact Tim Bresnahan, our senior director of gift planning, at tbresnahan@cct.org or (312) 565.2832, who will be available to assist you.

Meanwhile, until that time if you have any questions about deadlines or need any help wrapping up your year of giving, don’t hesitate to contact your relationship manager for assistance.