End of Year Giving

Donating in 2017

Interested in making an end of year gift to the Community Foundation of Collier County?  There are a number of ways to do it!

IMPORTANT:

  • The last date to complete many gifts is Friday, Dec. 29, 2017.
  • The Community Foundation will be closed on December 25, 2017

IRA Charitable Rollover is Now Permanent

  • Congress has permanently implemented the popular charitable IRA rollover, also called a qualified charitable distribution (QCD).
  • Donors age 70 1/2 or older are using this option to make qualifying charitable gifts that are excluded from taxable income and counted toward their required minimum distribution (RMD). These gifts are transferred directly from the donor’s IRA provider to the Community Foundation of Collier County Foundation, Inc.
  • Please note that qualified charitable distributions cannot be made to a donor advised fund. However, the Community Foundation of Collier County offers many types of funds where IRA distributions can be deposited. Contact us for further information.
  • Tax situations vary. We encourage you to consult your tax or financial advisor regarding retirement account gifts.

Are you considering an end of year charitable donation? If so, there are many Collier County projects that could use your support! Contact Lisette Holmes at the Community Foundation at 239.649.5000 for more information.

 

Your gift by check

US Postal Service

  • Date your check on or before Dec. 30, 2017.
  • Mail via U.S. Postal Service with postmark on or before Dec. 30, 2017.  Note that this is a Saturday and many post offices close early.
  • Gift checks mailed via U.S. Postal Service with postmark and check date on or before Dec. 30, 2017 will be counted for 2017 regardless of when they are received at Community Foundation of Collier County.

Other Delivery

  • Date your check on or before Dec. 29, 2017.
  • Hand-deliver your check or ship via FedEx, UPS, or other shipper so that it is received at Community Foundation of Collier County’s Office by 4 pm EST, on Friday, Dec. 29, 2017.
  • Gift checks delivered by any method other than being mailed via U.S. Postal Service are effective as of date received at Community Foundation of Collier County.

The address for mailing, shipping, or hand-delivery of your check:

Community Foundation of Collier County

1110 Pine Ridge Road, Suite 200

Naples, FL  34108

Questions about your gift by check? Email Lisette Holmes, lholmes@cfcollier.org, or call 239-649-5000.

 

Your gift by credit card

The way you send your gift (mail/ship, phone, on-line) determines the deadline, since your credit card gift is effective for tax purposes on the date the card is charged (processed by gift accounting).

Credit card gifts via U.S. Postal Service and FedEx/UPS shipping

  • Use the Community Foundation of Collier County address above.
  • Important: Your credit card gift must be received at the Community Foundation of Collier County by the 4 pm EST on Friday Dec. 29, 2017, deadline in order to be charged.

After Dec. 15, you may prefer to make your gift online or by telephone to avoid mailing or shipping delays and help assure your credit card gift is processed in time to count for 2017 tax purposes. See below for those deadlines.

Credit card gifts by telephone

  • Deadline is 4 pm EST on Friday, Dec. 29, 2017.
  • Call 239-649-5000.

Credit card gifts online

  • Deadline is 11:59 pm EST on Sunday, Dec. 31, 2017.
  • Make your gift using our secure online giving form found at Donate Now page.

Questions about your credit card gift? Email Lisette Holmes, lholmes@cfcollier.org, or call 239-649-5000.

 

Your gift of securities (stocks, bonds, mutual funds)

  • Gifts of securities (stocks, bonds, and mutual funds) require planning. The effective date of your gift for tax purposes depends upon how you deliver the gift. Use the deadlines below to ensure your gift counts for 2017.
  • If you are interested in donating physical stock certificates to Community Foundation of Collier County, please contact Lisette Holmes at 239-649-5000 in order to discuss the forms and signature rules for transferring these shares.
  • The amount of your charitable deduction depends on the value of the securities at the time the gift is complete.
  • Mutual fund gifts: Start early to determine the fund’s processing time, which varies widely from fund to fund. Some can complete your transfer within days of receiving your instructions; some take six weeks or more.
  • For all gifts of securities: Please notify Lisette Holmes at the Community Foundation of Collier County of your intention to make a gift of stock. Phone 239-649-5000, or email lholmes@cfcollier.org.

Hand delivery

  • Your hand-delivered gift of securities is effective on the date received by Community Foundation of Collier County
  • Deadline is 4 pm EST, on Friday, Dec. 29, 2017.

Electronic securities transfer

  • Your electronic transfer of securities from a brokerage account is complete when the securities have been received by an account owned by Community Foundation of Collier County. Important: These gifts are not considered complete upon giving instructions to a broker.
  • Initiate your transfer early. It is wise to allow several weeks. While some transfers may be received within days of your instructions, longer delays are possible, especially at year-end.
  • Deadline: Your electronic transfer must be received by 11:59 pm EST on Sunday, Dec. 31, 2017.

Questions about transferring any gift of securities (stocks, bonds, mutual funds)? Call Lisette Holmes at 239-649-5000, or email lholmes@cfcollier.org.