2017 Key Deadlines for Year-End Giving

When  What

 

December 1, 2017        

Real estate Gifts

Make all real estate gifts that require a Phase I Environmental Site Assessment.

 

December 11, 2017                       

Separately Invested Accounts

If you would like your Fund's investments to be seperately-managed by your professional advisor, contact our team for details and complete an application by this date.

 

December 13, 2017                                                     

Grants to charities

There is no year-end deadline for recommending grants from your Fund to charities.  But if you'd like a check to be mailed by the end of the year, please submit a grant recommendation by this date.

December 15, 2017

Complex Gifts

Submit your completed Asset Donation Form and Due Diligence documents by this date (such as business interests, real estate, and restricted securities). 

December 22, 2017

Mutual Funds and Publicly Traded Securities (step one)

We encourage you to initiate the transfer with your broker as early in the month as possible, as some transfers can take several days to arrive in our account.  Watch a video to learn more, or from your Giving Fund, select the Give link in the top menu to get started with these tax-smart assets.

December 29, 2017 

Mutual Funds and Publicly Traded Securities (step two)

Must be received in National Christian Foundation's brokerage account by this date.

Wire Transfers and Seperately Invested Account Transfers

Must be received in National Christian Foundation's bank account by this date. 

December 31, 2017

Paper Certificates and Transfer Agent Gifting Forms 

Certificates, Stock Power, and Certificate release request postmark and send by this date. 

eCheck

Must be entered completed before midnight in the time zone where the gift is made. (NOTE: While we acknowledge your eCheck gift immediately, it may take your financial institution up to 10 business days to approve or deny the transaction. For year-end or time sensitive gifts, please consider another form.)

Credit Cards 

Must be completed before midnight in the time zone where the gift is made. 

Physical Check

Postmark and send them via U.S. mail by this date. 

  If you have any questions, please contact Melissa McNier at mmcnier@ncfgiving.com, 832.255.2028 or 832.746.1663

 

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4545 Post Oak Place Drive, Suite 201
Houston, TX 77027
832.255.2026 phone
832.255.2021 fax
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