The Giving Season is Here

As you make decisions about year-end gifts to your fund and grants to your favorite nonprofits, please refer to the timetable below.  By following these guidelines, you can be confident that your gifts and grants will be processed before the end of the year.

If you have any questions about your fund, please contact Kate Biagi-RIckert, Director of Stewardship. You may reach her by phone at 502.855.6942 or via email at katebr@cflouisville.org.

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 15.

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

Wire transfer: Instruct your financial institution to wire your contribution on or before December 29.

Timing of transfers of mutual funds and special securities, such as private company stock, LLC units or S-Corp stock can vary based on a variety of factors. Please contact the Community Foundation by November 21 to discuss if it is possible to complete by year-end.

For GRANTS FROM your fund to a nonprofit:

Submit your grant requests by December 8.

For questions or assistance with your charitable giving, please contact Kate Biagi-Rickert, Director of Stewardship.  You can reach her by phone at 502.855.6942 or via e-mail at katebr@cflouisville.org.