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Give Smart – Key Dates for Year-End 2021


We typically see the highest number of contributions to funds during the last two months of the year. As this year comes to a close, there are a few important dates to keep in mind as you plan your year-end charitable giving and grantmaking:

  • Gifts of appreciated stock should be initiated by December 24, 2021. Notify your Professional Advisor of the transfer as soon as possible.
  • Checks sent via the U.S. Postal Service or carriers such as FedEx, UPS and DHL must be postmarked on or before December 31, 2021.
  • Qualified Charitable Distributions from your IRA must be received by receiving charities by December 31, 2021.
  • Wire transfers of cash must be initiated no later than December 28, 2021.
  • Credit card gifts made by phone or online may be made until December 31, 2021.
  • Grant recommendations should be made in the Donor Portal by noon on December 13, 2021, to ensure checks are received by the end of the year.

Truman Heartland is well equipped to accept a variety of assets, including cash, stocks, real estate, or other appreciated assets. Feel free to reach out to see if you have unique assets that can be donated in a tax-wise way.



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