2023 Year-End Important Deadlines

As you begin to think about your charitable giving over the next few months, please be advised of the following important dates:

  • To ensure charitable disbursements are processed before the end of the year, please send us your distribution recommendations no later than November 30th, 2023.
  • Distribution recommendations received after November 30th, 2023, will be processed in January 2024.
  • We will continue to process incoming donations up to December 31st, 2023.

The holiday season is a busy time, especially for the charitable sector; therefore, the purpose of the deadlines above enables our team to process incoming donations and distributions to charity in a timely manner. It also allows our staff the flexibility to enjoy the holidays with their family and friends.

Please do not hesitate to contact us to speak with a gift planning consultant if you have any questions.