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2017 Year-end giving deadlines

Contribution deadlines

Refer to these guidelines to ensure that contributions are received and processed by December 31, the IRS deadline for yearly tax deduction eligibility. Please note that for some assets, the deadlines fall in the month of November.
Please call us with any questions at 800-746-6216.

Type of Contribution Donor Deadline Submission Guidelines
Assets held at Schwab Friday, December 29*
  • Online: Contribute by signing into your Schwab Charitable account and choose "Contribute to My Account".
  • Mail or fax: Download and complete the "Contribute to Your Donor-Advised Fund Account" form. Print and send via mail or fax.
Checks Sunday, December 31 Must be postmarked by December 31.
Wire transfer Thursday, December 28 Submit a transfer request to the financial institution to wire the funds. For details see Delivery Instructions. The cash must be received by Schwab Charitable no later than December 29.
Electronic funds transfer (EFT) Thursday, December 28 Submit a transfer request to the financial institution to electronically transfer the funds. For details see Delivery Instructions. The cash must be received by Schwab Charitable no later than December 29.
Mutual funds held at another firm (not Schwab)** Monday, November 27 Initiate the transfer by completing the Schwab Charitable Transfer of Assets form.
Stock transfers from a non-Schwab financial institution**






Tuesday, December 26

OR

Friday, December 1
Complete the Schwab Charitable Transfer of Assets form, initiate a transfer request to the firm holding the securities, and include Schwab’s DTC number: 0164 from our Delivery Instructions. Shares must be received by Schwab Charitable no later than December 29.

OR

Complete the Schwab Charitable Transfer of Assets form and instruct Schwab Charitable to initiate the transfer.
Physical stock certificates for publicly traded companies Sunday, December 31 Mail or fax: Download and complete the "Contribute to Your Donor-Advised Fund Account" form. Print and send via mail or fax. Include an irrevocable stock or bond power form. Submit by registered mail—must be postmarked by December 31.
Control and restricted stock Friday, December 15 for book entry
Wednesday, November 15 for physical certificates
Call Schwab Charitable at 800-746-6216.
Bitcoin Friday, December 15 Call Schwab Charitable 800-746-6216.
Non-publicly traded assets including private company stock, hedge fund interests, private equity, etc. Varies based on asset Call Schwab Charitable 800-746-6216.

* To ensure complete processing by year end given expected volume increases

**The type of securities and how quickly the securities are transferred by the financial institution currently holding the investments may impact Schwab Charitable’s ability to receive contributions by year end.

December 31, 2017, occurs on a Sunday and hours may be restricted. Please plan accordingly.

Granting Deadlines

Although grant recommendations are not a taxable event, follow these guidelines to help ensure your favorite charities receive grants by year end. Note that our offices will be closed on November 23 and December 25.

Donor Deadline Submission Guidelines
November 14 Submit grant recommendations to ensure your charity receives your grant on Giving Tuesday, November 28.
December 1 Submit grant recommendations to ensure that grants are processed by year end.

§ Grant recommendations received after the deadline to charities that Schwab Charitable has given to within the last year may still be approved by year end.

How to submit