Donor Advised Fund Grant Recommendation Deadline | Friday, December 12
Cash or Check Gifts | Postmarked or delivered by Wednesday, December 31
Publicly Traded Stock Transfers | Instructions to brokerage firm by Friday, December 12
Wire Transfers | Instructions to financial institution by Monday, December 29
Privately Held Securities | Initiate as early as possible—contact us to confirm timeline
Due to increased grantmaking activity and holiday closures, requests received in late November and December may take longer than the standard 7–10 business days. Acting early ensures your gifts and grants are processed on time.
Contact us today with questions about grants, adding to your fund, or opening a new fund.




