Refer to these guidelines to help ensure your contributions are received and processed by December 31 (the IRS deadline for inclusion in your year-end tax return). Note that our offices will be closed on November 24 and December 26.
|Donor Deadline||Type of Contribution||Submission Guidelines|
|November 15||Non-publicly traded assets and restricted stock*||Call Donor Relations at 800-746-6216.|
|November 25||Mutual fund transfers from a non-Schwab financial institution*||Initiate the transfer by completing the Schwab Charitable Transfer of Assets form.|
|December 2||Stock transfers from a non-Schwab financial institution*||
|December 16||Wire transfers from a non-Schwab financial institution*||Submit a transfer request to the financial institution to wire the funds. For details see Delivery Instructions.|
|December 28||Electronic Funds Transfer||Submit a transfer request to the financial institution to wire the funds. For details see Delivery Instructions.|
|December 30||Transfers from a Schwab brokerage account||Submit a request online.|
|December 31||Checks||Must be postmarked by December 31.†|
|December 31||Security certificates||Submit by registered mail or delivery service—must be postmarked by December 31.†|
*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, 2016, occurs on a Saturday. Although U.S. post offices are typically open on Saturdays, hours may be restricted. Please plan accordingly.
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 24 and December 26.
|Donor Deadline||Submission Guidelines|
|November 15||Submit grant recommendations to ensure your charity receives your grant on Giving Tuesday, November 29.|
|December 2||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.