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Year-end giving deadlines

Contribution deadlines

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*
  • Submit a transfer request to the firm holding the securities, and include Schwab’s DTC number: 0164.
OR
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.

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 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.

How to submit