End of Year Giving Tips

It’s that time of year we make lists and check them twice! Know CFAD is here to help bring joy to your charitable giving. Here are some tips for your giving to be applied to the 2023 tax year; reach out with any questions.

• Make donor advised fund recommendations early December to ensure mailing before year end (and consider starting or adding to your CFAD donor advised fund—learn the benefits here)
• With a stronger stock market performance this year, consider donating shares you’ve held longer than a year that have appreciated in value—you’ll save on taxes and the charity will benefit from the full value; initiate mutual fund transfers the first week of December and initiate stock transfers by mid-December (please notify us of any stock or security transfers so we may ensure your gift is directed accordingly)
• CFAD’s office is closed Dec. 29; deliver any cash gifts by 4 p.m. Dec. 28; please call 563-552-0176 to let us know
• Contributions made by check and mailed must be postmarked by USPS by Dec. 30
• Online contributions can be made by Dec. 31