What are the year-end deadlines for contributions?

We must receive assets by December 31 in order for your clients to qualify for a tax deduction for the calendar year. Because of the increase in volume in November and December, we recommend initiating contributions early.

• Stocks and other securities can take up to two weeks to process, so we suggest initiating the contribution in early December.
• Mutual funds may take up to six weeks to process, so we recommend initiating requests in mid-November.
• Checks must be postmarked on or before December 31.
• For transfers via wire or ACH, we recommend initiating transfers before December 28.
• Credit or debit card contributions must be completed on or before December 31.

Please consult the Community Foundation’s year-end contribution guidelines for more details.