CFT 2016 Year-End Contribution Deadlines
Our staff is here to assist you and your clients with your year-end giving but certain assets take longer to contribute. To ensure contributions are received and processed by year-end, please follow the guidelines below to meet your clients’ charitable giving goals.
Download stock transfer instructions.
From contributing to a donor-advised fund to making a private foundation's required 5% payout, we can be a resource to you and walk you through the steps. We are in the office and happy to assist you until 5pm, Friday, December 30, 2016. Please contact Angela Woodson, Geri Jacobs, Sarah Higdon or Carolyn Newham for assistance at (214)750-4222.
Please note: In planning your year-end grant making, please note that donor-advised grant requests received by Monday, December 19, 2016, will be processed and mailed by the end of the year.
Advisor Relations Officer
Carolyn A. Newham, JD
Senior Director of Donor Relations & Fund Administration
Geri Jacobs, ChFC, CLU
Director of Charitable Gift Planning
Sarah Beeks Higdon, MBA
Development and Corporate Relations Officer
CFT Advisor Connection Articles