Prepare Your Year-End Giving
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.
Maximize Your Impact Review charitable contribution limits for the 2022 tax year.
Charitable Bunching Minimize your tax burden in the long run to maximize what you can give to charity.
Advisor's Year-End Guide Key deadlines and information for advisors to support their clients who have funds at The Signatry.
Non-Cash Contributions 90% of the average American citizen’s wealth is in non-cash or complex assets. Find out how you can give from every resource at your disposal.
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 protected] or give us a call at (913) 310-0279
For contributions to a DAF to be receipted for the 2022 tax year, we recommend you begin your contribution by these dates. View our How to Make a Contribution video for further help.
Please note, if there are any transaction errors that delay your contribution beyond December 31, 2022, your contribution receipt will reflect a 2023 date of receipt.
| Contribution Action | Deadlines |
|---|---|
| eCheck | Contribute by December 23, 2022 |
| Credit/Debit Card | Contribute by December 31, 2022 |
| ACH | Contribute by December 29, 2022 |
| Bank Wire | Contribute by December 30, 2022 3:00 CT / 4:00 ET |
| Physical Check | Hand-deliver to our office no later than December 30, 2022, or mail your check with a postmark no later than December 31, 2022. Mailed envelopes must have a time/date postmark on them to ensure the contribution is counted for 2022; if mailing on the 30th or 31st, 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 mail to: |
For contributions to a DAF to be receipted for the 2022 tax year, we recommend beginning your contribution early in December.
Start by: December 5, 2022
| Action | Process Notes |
|---|---|
| Confirm Ownership | Ownership must be confirmed by December 30, 2022, for your contribution receipt to reflect a 2022 date of receipt. |
| Contribution Notification Form | Please submit the Contribution Notification Form. Without this form, we cannot guarantee that the liquidated 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. Please submit documentation for review by November 23, 2022.
Learn more about the opportunity to give generously from your non-cash resources below.
To allow for proper due diligence, an alternative investment recommendation should be submitted by November 1, 2022.
The Signatry accepts over three dozen types of cryptocurrency as fund contributions.
We recommend initiating cryptocurrency contributions no later than December 27 for the gift to be completed by December 31, 2022.
Click here to begin your cryptocurrency contribution. Please complete the entire form to ensure the contribution is finalized and connected to the intended fund.
For grants to be sent from your fund by year end, we recommend submitting grant recommendations by Monday, December 12, 2022.
Grant Processing Tips:
| Action | Process Notes |
|---|---|
| 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 5, 2022. |
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 Options | Notes |
|---|---|
| Talk with your Financial Advisor | Talk with your financial advisor about making a distribution from your IRA to a designated fund at The Signatry. Learn more about this here. |
| Opening a Designated Fund | You can open a Designated Fund 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 in order to ensure that your contribution is completed by December 31, 2022. |
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:
| Holidays |
|---|
| Friday, December 23, 2022 |
| Saturday, December 24, 2022 |
| Sunday, December 25, 2022 |
| Monday, December 26, 2022 |
| Monday, January 2, 2023 |
Please note: December 31, 2022 is a Saturday, and bank and post office hours may be affected.
Let us know how else we can serve you! (913) 310-0279
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.