2024 Year-End Charitable Giving Deadlines
Deadlines for New Donor Advised Fund Applications and Existing Accounts
Please refer to the guidelines below to ensure that contributions are received by the IRS deadline for yearly tax deduction eligibility.
We encourage you to work with your financial advisor and or have them contact us as soon as possible with your plans.
Mailing Address: 110 W. Streetsboro Street, Ste 2A, Hudson, OH 44236
Questions? Please call 800.810.0366 or email us at [email protected]
| Contribution Type | Deadline | Instructions |
|---|---|---|
| Check | US Postal Service - must be postmarked by Post Office by December 31 FedEx or UPS - delivered and in our possession by 5PM, December 30 | Download and send us the completed Contribution Form |
| Wire Transfer | Wires may take 2 to 3 business days. Please check with your financial institution Wire Instructions: PNC Bank, ABA Routing # Contact iGiftFund For Credit to: iGiftFund, Account # Contact iGiftFund Funds must be received by December 31 | Contact us for information Download and send us the completed Contribution Form |
| Electronic Funds Transfer (EFT) | ACH instructions: Routing # 021052053 Account # 99752103 Funds must be received by December 31 | Download and send us the completed Contribution Form |
| Appreciated Long Term Illiquid/Complex Assets* | December 20 (Depending on asset type) Call us if you have a special case beyond that date. | Please contact us for information |
| Mutual Funds | Processing times can vary from 2 to 6 weeks Assets must be received by December 31 | Please contact us for information |
| Securities held by your Financial Advisor's firm | Processing times can vary Assets must be received by December 31 | Please contact us for information |
| Securities held by another Firm | Processing times can vary Assets must be received by December 31 | Please contact us for information |
| Fund held at another Donor Advised Fund or Private Foundation | No time constraints (not a taxable event) | Please contact us for information |
*Contributions of complex assets like real estate, closely-held stock, restrictive stock, life insurance, alternative investments, etc.
Please note:
- Different financial custodians may have deadlines that may restrict how and when certain assets can be transferred. Please check with your platform concerning their deadlines.
- For Financial Advisors: Make sure you’re registered with the state of Ohio.
Grantmaking Deadlines
To make sure your grant is processed with no delays, make sure you have enough liquidity in your Fund by logging into DonorView.
Please visit Donor Hub for grantmaking information.
| Grants | Deadline | Instructions |
|---|---|---|
| To issue a grant from a fund opened or funded in December 2024 | Recommend by December 6 | The easiest way to recommend grants is by visiting DonorView You may also fill out a Grant Recommendation Form and email it to [email protected] Keep in mind that using a grant recommendation form may cause a delay of up to 3 days |
| Existing funds | Recommend by December 18 | The easiest way to recommend grants is by visiting DonorView You may also fill out a Grant Recommendation Form and email it to [email protected] Keep in mind that using a grant recommendation form may cause a delay of up to 3 days |