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Answers to Your Top Year-End Giving Questions

What you need to know about deadlines and how-tos to enhance your giving


Even though the weather is cooler and the winds are brisk, we love this time of year. It's because we hear from a lot of our donors who are eager to make grant recommendations to nonprofits as the year comes to a close.

If you are one of those donors, here are some timely answers to our most frequently asked questions about year-end charitable planning.

How do I ensure that my favorite nonprofits receive grants from my fund by December 31?

To ensure that your favorite nonprofits receive grants, please submit all grant recommendations by December 9. Because of the volume of grants and our processing time, any grant recommendations made after December 9 may not get processed and mailed before the end of the year.

What’s new about donating stock and mutual funds this year? How do I donate securities into my fund so I receive a 2019 tax receipt?

Many of our fundholders choose to donate appreciated, publicly traded stock or mutual funds. These kinds of gifts may provide an income tax deduction and could help you avoid capital gains tax. In 2019, we ask all fundholders to initiate mutual fund transfers by December 4 and stock transfers by December 11 in order to ensure that they are received and processed in 2019. While the Foundation sells mutual fund and stock shares as soon as they are received, it may take some time for your gift to transfer to the Foundation.

Our stock and mutual fund donation instructions have changed. Please contact your philanthropic advisor for up-to-date information to ensure that your gift is received and processed in 2019.

How can I engage my family in giving at this time of year?

There are many ways to engage your biological or chosen family in philanthropy. This time of year often brings families together, which can make it a good time to have conversations about giving.

For a few ideas, check out these resources:

Letting the Kids in on the Charitable Giving Conversation

Putting the Giving in Thanksgiving

The Hip Family’s Guide to Happier Holidays

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