Important Deadlines for Year-End Giving

The Community Foundation wants your year-end charitable planning to go as smoothly as possible. Please see below for important year-end giving deadlines.

For GIFTS to the Community Foundation:

Stock held at a brokerage firm: Please check with your broker for exact timing to complete a stock transfer. To ensure completion before year-end, electronic transfers should be completed by December 18.

Check or stock certificate: Postmark on or before December 31.

Wire transfer: Instruct your financial institution to wire your contribution on or before December 31.

Timing of transfers of mutual funds and special securities, such as private stock, tendered stock or restricted stock can vary based on a variety of factors. Please contact the Community Foundation to discuss it it is possible to complete by year-end.

For GRANTS from your fund to a nonprofit:

Submit your grant requests by December 4.

For questions or assistance with your charitable giving, please contact Meredith Zahirovic, Stewardship Officer, at 502.855.6942 or [email protected].