End of Year Giving Tips

December 9, 2024

Make donor advised fund recommendations and qualified charitable distributions 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. 31; deliver any cash gifts by 4 p.m. Dec. 30; please call 319-200-4657 to let us know
Contributions made by check and mailed must be postmarked by USPS by Dec. 31
Online contributions can be made by Dec. 31