Year-End Gifting: Important Dates

Categories: Donors, Professional Advisors,

The end of the year is fast approaching, and the outpouring of support that has characterized 2023 is heartwarming. The support our donors have generously given have helped make our community a better place for all who live here, and we are proud to be your partner in philanthropy.

As we near the end of 2023, here's your guide to year-end giving:

  • Credit card contributions via our website should be made by Sunday, Dec. 31, 2023.

  • Checks sent via U.S. Postal Service must be postmarked on or before Sunday, Dec. 31, 2023.

  • Checks sent via FedEx must be physically received at our office on or before Wednesday, Dec. 27, 2023.

  • IRA rollover checks must be received no later than Tuesday, Dec. 26, 2023.

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 5, 2023. 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.

About Author

Jay Young

Vice President, Philanthropy