Prepare Your Year-End Giving
The important dates and tools you need for completing your year-end gifts during the close of 2023.
Be Prepared for Year-End
As you make your year-end generosity plans, make sure you are up to date with processes and deadlines. We look forward to serving with you and making your generous vision possible. Thank you for your commitment to revolutionary, biblical generosity.
Minimize your tax burden in the long run to maximize what you can give to charity.Learn More
2023 Year-End Guide
Click on the sections below to expand for more details. Can’t find what you are looking for? Send an email to our Donor Care team at email@example.com or give us a call at (913) 310-0279.
For contributions to a DAF to be receipted for the 2023 tax year, we recommend you begin your contribution by these dates. Need help? Check out our help article and video on Making a Contribution.
Please note, if there are any transaction errors that delay your contribution beyond December 31, 2023, your contribution receipt will reflect a 2024 date of receipt.
- eCheck – December 22, 2023
- Credit/Debit Card – December 30, 2023
- ACH – December 28, 2023
- Bank Wire – December 29, 2023 (3:00 CT / 4:00 ET)
- Physical Check
Hand-deliver to our office no later than December 29, 2023, or mail your check with a postmark no later than December 30, 2023. Mailed envelopes must have a time/date postmark on them to ensure the contribution is counted for 2023; if mailing on the 29th or 30th, be sure to request this in-person at the post office. Make checks payable to “The Signatry” and write the fund name or number in the memo line.Please note that the last business day of 2023 is Friday, December 29. December 30th is a Saturday, and post office hours may be limited. December 31 is a Sunday and post offices will be closed.
Please mail to:
7171 W. 95th St, Suite 501
Overland Park, KS 66212
Publicly Traded Securities
For contributions to a DAF to be receipted for the 2023 tax year, we recommend beginning your contribution early in December.
Start by: December 4, 2023
- Confirm Ownership
Ownership must be confirmed by December 29, 2023, for your contribution receipt to reflect a 2023 date of receipt.
- Contribution Notification Form
Please submit the Contribution Notification Form. Without this form, we cannot guarantee that the gift amount will be attributed to your fund or that you will be receipted for the amount.
- Initiate the Transfer
Once you complete the form, you must initiate the transfer with your financial advisor or broker.
If you would like to make a gift of business interest or real estate before year end, we encourage you to start the process as soon as possible.
Submit by: November 22, 2023
Learn more about the opportunity to give generously from your Non-Cash Resources.Donating Non-Cash Assets
To allow for proper due diligence, an alternative investment recommendation should be submitted by November 1, 2023. All due diligence documents should be submitted by November 15, 2023.
Email firstname.lastname@example.org to submit Alternate Investment Recommendations.
The Signatry accepts many types of cryptocurrency as fund contributions.
We recommend initiating cryptocurrency contributions no later than December 26 for the gift to be completed by December 31, 2023.
Click here to begin your cryptocurrency contribution. Please complete the entire form to ensure the contribution is finalized and connected to the intended fund.
Year-End Grant Recommendations
For grants to be disbursed by year end, we recommend submitting grant recommendations by Monday, December 11, 2023—or earlier for some grant types.
Grant Processing Tips
- Grant Notes Information
In the grant notes, put any information the charity needs to know, such as whether it is for a year-end campaign, matching grant, or other time-sensitive campaigns.
- New Grant Recipients
If the grant recipient is new to our system and has not been previously vetted, please enter the grant recommendation as early as possible. Due to the large volume of new recipients in the month of December, we cannot guarantee year-end delivery for new recipients submitted after December 1, 2023.
Did you know you can make distributions from your IRA to charity? Qualified Charitable Distributions (QCDs) can be a part of your year-end giving plan with The Signatry.
The Signatry receives IRA Qualified Charitable Distributions into a special type of fund called a “Designated Fund,” which is dedicated to the support of a single charitable organization. You may open multiple designated funds to support multiple charities.
IRA Distribution Tips
- Talk with your Financial Advisor
Talk with your financial advisor about making a distribution from your IRA to a designated fund at The Signatry.
- Open a Designated Fund
Open a designated fund by December 28, 2023.
You can open a designated fund by completing the application and returning it to The Signatry.
- We recommend starting the process as soon as possible in order to ensure that your contribution is completed by December 31, 2023.
New Donor Advised Funds
To open a new donor advised fund or designated fund and get your first contribution processed by year end, please set up the fund by December 28, 2023.
Once the new fund is approved by our team, please review the contribution deadlines above to see what you may be able to contribute in time to be receipted for the 2023 tax year.
Our regular business hours are Monday – Friday, 8:30 AM to 5:00 PM, Central Time. In addition to being closed on weekends, our offices will also be closed on the following days to allow our staff time with friends and family:
- Thursday, November 23, 2023
- Friday, November 24, 2023
- Friday, December 22, 2023
- Monday, December 25, 2023
- Monday, January 1, 2024
Please note: December 30, 2023 is a Saturday and December 31, 2023 is a Sunday. Bank and post office hours may be affected.
Disclaimer: This does not constitute nor does The Signatry provide legal, tax, financial, or other professional advice. You should consult professional advisors concerning the legal, tax, or financial consequences of your charitable activities.