Skip to main content

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

More Stories

Donor couple 3 20

Why Tax Time is the Right Time to Plan Your Charitable Giving

Here are six tips to consider as you think about how your charitable giving could impact your tax returns.

Learn More
Giving trends

2020 Giving Trends

The Saint Paul & Minnesota Foundation predicts the charitable giving trends of 2020.

See the trends
Legacy Letter

How A Legacy Letter Can Deepen Family Relationships

Legacy letters provide a peek at the past and a direction for the future.

Learn More
Fundholder Linda T. with her sister's photo

A Sister's Love

Linda Turk’s love for her younger sister sparked her to establish a donor advised fund focused on mental health organizations.

Learn More
Como conservatory meeting spot blog

Amplify Your Charitable Giving

Here are expert tips on how to enhance your year-end giving reach and goals.

Learn More
Giving+Together mental health event panelists

Exploring Pathways to Mental Health

Donors joined the conversation about mental health at the October 2019 Giving+Together event.

Learn More
Arts GT panel

Giving+Together - Arts

Donors gathered for the latest Giving+Together event to hear from representatives from the Arts Partnership. 

Learn More
Shannon O Leary Headshot

Save Money With Lower Portfolio Fees

A new team means a more streamlined approach to your diversified portfolio.

Learn More

COMMUNITY IS OUR COMPASS

JOIN
US!