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.

2016 Year End Contribution Deadlines

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 Kathryn McGill, 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.

Carolyn A. Newham, JD
Senior Director of Donor Relations & Fund Administration

Geri Jacobs, ChFC, CLU
Director of Charitable Gift Planning

Sarah Beeks HigdonSarah Beeks Higdon, MBA, CAP©
Director of Charitable Giving, Collin County

Kathryn L. McGill, CAP©
Advisor Relations Officer

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