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Don't miss these year-end giving deadlines!

by NCF staff  |  November 30, 2017  |  Type: News

With December 31st just around the corner, it's time to start planning how you can make the biggest possible impact for your favorite causes in 2017. Here are some important dates and deadlines for your tax-deductible gifts, as well as a reminder about your grant requests to charities this month and beyond.


 
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Real estate gifts
Make all real estate gifts that require a Phase I Environmental Site Assessment.

 
dec_11_1   Separately Invested Accounts
If you would like your Fund’s investments to be separately-managed by your professional advisor, contact our team for details and complete an application by this date.
 
dec_13   Grants to charities
There is no year-end deadline for recommending grants from your Fund to charities. You can do this any time this year or in 2018. But if you'd like a check to be mailed by the end of the year, please submit a grant request by this date. 
 
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Complex Gifts 
Submit your completed Asset Donation Form and Due Diligence documents by this date (such as business interests, real estate, and restricted securities).

 
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Mutual funds and publicly traded securities (step one)
We encourage you to initiate the transfer with your broker as early in the month as possible, as some transfers can take several days to arrive in our account. Watch a video to learn more, or from your Giving Fund, select the Give link in the top menu to get started with these tax-smart assets.

 
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Mutual funds and publicly traded securities (step two)
These must arrive in NCF’s brokerage account by this date.

Wire transfers and separately invested account transfers
Visit our forms page for instructions and forms.

 
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Physical Check
Postmark and send them via U.S. mail.

E-checks and credit card gifts
From your Giving Fund, select the Give link in the top menu. These must be completed before midnight in the time zone where the gift is made. 

Paper certificates and transfer agent gifting forms
Postmark and send these certificates and forms by this date. Visit our forms page for instructions and forms.


>> Mark your calendars, log in to your Giving Fund, and get started today!

Multiply your impact
Many business owners have a heart to give charitably but feel hindered by their limited cash flow and the high taxation of their businesses. But our Charitable Shareholder strategy allows you to donate a non-voting interest in your business, receive ... read more
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