Happy December! In this season of giving thanks and giving back, we are thrilled to begin a new series of stories about philanthropy. Stay tuned for monthly updates from our Advancement team, including donor profiles, ways to invest in your community, news you can use, and other features.
As the end of the year approaches, here are some key dates at the Cleveland Foundation you should know to ensure that any gifts you make to charity are properly credited for 2016:
- Contributions made by U.S. Mail must have a check date and postmark date on or before Saturday, December 31.
- Gifts of publicly traded stock held by a broker should be received by the Cleveland Foundation on or before Friday, December 30. Contact us to receive current transfer instructions. Please keep in mind that there is sometimes a delay in processing at brokerage firms due to the high volume of year-end requests. Initiate your transfers early. Gifts of mutual funds may require additional handling and lead time to be processed.
- If you assist your client with grant recommendations for their charitable fund, requests received by Friday, December 16 will be processed before the end of the year.
We appreciate your partnership and are always available to assist with your charitable goals now and in the future. Not yet a Cleveland Foundation donor? Learn more here about how you can contribute to your community. Please contact us at 216-685-2006.
We wish you a safe, healthy, and happy holiday season!
