End of Year Giving

Year-End Giving

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

Please note the important information and deadlines below:

  • Dec. 31 is the last day to make charitable contributions in order to receive a tax deduction for fiscal year 2018.
  • The Community Foundation will be closed Dec. 24 and 25.

Your gift by wire or stock transfers

Electronic transfers must be received by 12 PM (Noon) EST on Dec. 31. The completed Stock Gifts and Wire Transfers form can be submitted to Lisette Holmes at lholmes@cfcollier.org.

Gifts of complex assets and securities require planning and some extra time. Please contact the Community Foundation at (239) 649-5000 to discuss your intentions, as well as the requirements and timing of making your gift. Your transfer from a brokerage account is complete when the securities have been received by an account owned by the Community Foundation, not upon giving instructions to a broker. Initiate your transfer early – allowing several weeks. While some transfers may be received within days of your instruction, longer delays are possible.

Your gift by check

US Postal Service

  • Checks should be dated and postmarked on or before Dec. 31 and mailed to our offices at:
    1110 Pine Ridge Road, Suite 200, Naples, FL 34108. Envelopes mailed through private mailing services such as FedEx must be received in our office by the morning of Dec. 31 to be processed as 2018 gifts.They may also be hand-delivered by 3 PM EST on Dec. 31.

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

Credit card payments can be made securely online at www.cfcollier.org/donate-now by 11:59 PM EST on Dec. 31.

Credit card gifts made over the telephone or sent by mail must be received at the Community Foundation offices by 3 PM EST on Dec. 31 in order to be charged.

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

Your gift of stock certificates

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.

For donations of physical stock certificates, you will need the following three items:

  1. Original Stock certificate – IMPORTANT: Do not sign the stock certificate
  1. Irrevocable Stock/Bond Power Form: Do not complete the sections that refer to the stock being donated. The Foundation’s Brokerage Firm will do this. Simply sign the form. Note that all parties listed on the stock certificates must sign.
  1. Security Waiver:  Complete the top section providing the number of shares and name of the stock – IMPORTANT:  The security waiver must be notarized; do not sign the form until in the presence of the notary.  All parties listed on the stock certificates must sign.

When all documents are complete, bring or mail them to the Foundation office.  Foundation staff will deliver all certificates and forms to the Foundation’s Brokerage Firm. Stock certificates must be delivered by 3 PM EST on Dec. 31.

Questions about gifts of stock certificates? Call Lisette Holmes at 239-649-5000, or email lholmes@cfcollier.org.

Common Questions:

Can you still get a tax break for donating to charity in 2018 under the new tax law changes?

You may still receive a tax break for charitable donations if you itemize deductions on your tax return. But the new tax law nearly doubles the standard deduction, leading to fewer people itemizing. If your charitable gifts plus other deductions total more than the standard deduction, which in 2018 is $12,000 for individuals or $24,000 for married couples filing jointly, you may receive a break.

Making two-, or even three-years’ worth of charitable gifts at once (referred to as bunching) may put you over the threshold. One good way to accomplish this is by contributing to a donor advised fund (DAF). You take the tax break in the year you give, and have unlimited time to decide the charities you would like to give to. To learn more, contact the CFCC at (239) 649-5000.

IRA Charitable Rollovers

If you are 70 ½ or older, you can contribute up to $100,000 tax-free, from a traditional IRA, to support the causes that you care about without being subject to federal income taxes on the distribution. Please note that your qualified charitable distribution must be transferred from your IRA directly to a qualified charity.

IRA distributions may not establish or be gifted to a donor advised fund.

Using your distribution to establish a designated fund in your name with the Community Foundation enables you to make annual grants to the nonprofits you care about most – in perpetuity. To learn more, contact the CFCC at (239) 649-5000.

Please contact us at (239) 649-5000 if you have any questions about specific types of gifts or timing.