Year End Gifting Deadlines
- Credit card contributions via our website should be made by Saturday, Dec. 31, 2022.
- Checks sent via U.S. Postal Service must be postmarked on or before Saturday, Dec. 31, 2022.
- Checks sent via FedEx must be physically received at our office on or before Wednesday, Dec. 28, 2022.
- IRA rollover checks must be received no later than Monday, Dec. 26, 2022.
Gifts related to stock gifts and mutual funds should be coordinated through Erin Jones, Chief Financial Officer (941.556.7144) and other non-cash year-end gifts must be discussed no later than December 16, 2022. IRA’s, real estate gifts and assignments of business interests should be coordinated through Betsy Pennewill, General Counsel (941.556.7152). Qualified Appraisals will be required for all noncash gifts $5,000 or more.