For Donor-Advised Funds (DAFs) and Supporting Foundations
Contribution Guidelines
Refer to these critical dates and instructions to ensure that contributions are received by the IRS deadline for tax deduction eligibility.
Contribution Type | Instructions and Deadlines |
Checks |
Address: |
Stock Transfers |
For DAFs: For Supporting Foundations: |
Wire Transfers |
For DAFs: For Supporting Foundations: |
Restricted Stock |
Contact: |
Granting Guidelines
Although grant recommendations from your donor-advised fund or supporting foundation are not a taxable event, follow the guidelines below to help ensure that charities receive grants by year-end.
Account Type | Instructions and Deadlines |
Donor-Advised Funds | How to make grant recommendations:
If you have not logged in to the new donor portal and need assistance, contact Leda Simonsen. Grants are mailed each Friday. With the upcoming end of the calendar year, note the following important guidelines:
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Supporting Foundations | Contact Camille Menke at 415.512.6228 |