Let’s Get Prepared

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.

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 donorcare@thesignatry.com or give us a call at 913.310.0279

2020 Year-End Guide
Cash Donations

For contributions to count for the 2020 tax year, make sure to begin your contribution by these dates. View our How to Make a Contribution guide here for further help.

Please note, if there are any transaction errors that delay your contribution beyond December 31, 2020, the gift will be considered a 2021 deduction by the IRS.

eCheck: Contribute by December 23, 2020

Credit/Debit Card: Contribute by December 31, 2020

ACH: Contribute by December 23, 2020

Bank Wire: Contribute by December 31, 2020

Physical Check: Post-mark or hand-deliver your check by December 31, 2020. Make checks payable to “The Signatry” and write the fund name or number in the memo line.
Please mail to: 
The Signatry
7171 W. 95th St, Suite 501
Overland Park, KS 66212

Publicly Traded Securities

For contributions to count for the 2020 tax year, we recommend beginning your contribution early in December.

Start by: December 4, 2020

Process Notes
– Ownership must be confirmed by December 31, 2020 for the contribution to count for the 2020 tax year.
– Please fill out and submit the Stock Transfer notification form OR notify our Donor Care team at donorcare@thesignatry.com of incoming stock gifts.
– Once you complete the form, you must initiate the transfer with your financial advisor or broker.

Complex Assets

For gifts of business interest and real estate interests, we encourage you to start the process as soon as possible in order to have contributions received prior to December 31, 2020.

Learn more about the opportunity to give generously from your non-cash resources here.

Year-End Grants

To send grants from your fund by year-end, we recommend submitting requests by Friday, December 18.

Grant Processing Tip: Put in the grant notes any information the charity needs to know, such as if it is for a year-end campaign, matching grant, or other time-sensitive situations.

We know there are many last-minute requests and decisions to be made, so please reach out to Donor Care at donorcare@thesignatry.com or 913.310.0279 with any questions.

We will do our best, but we cannot guarantee all grants will be processed by December 31.

IRA Distributions

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.

IRA Charitable Distributions are required by IRS regulations to go to a special type of account at The Signatry called a Designated Fund. With this fund, you designate in advance where the funds will be granted.  You may open multiple designated funds to support multiple charities.

Talk with your financial advisor about making a distribution from your IRA to a designated fund at The Signatry. Learn more about this here

You can open a Designated Fund for your charitable distributions by completing the application and returning it to The Signatry via the contact methods on the form.

Timeline: We recommend starting the process as soon as possible. As long as the distribution is completed and postmarked by December 31, 2020, your distribution will count for the 2020 tax year.

Holiday Hours

Our offices will be closed to allow our staff time with friends and family on these days:

Thursday, Nov 26 and Friday, November 27

Thursday, Dec 24 and Friday, December 25

Friday, January 1, 2021

Let us know how else we can serve you! 913.310.0279

View our Offices here.

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