THE FINAL WEEKS OF THE YEAR have always been an ideal time to both reflect on our past and plan for our future. During this time, Americans give even more generously. We call this period Giving Season.
This past year, the challenges that tested our collective resilience also revealed the depth of our compassion. Many responded quickly to emergent needs and honored longstanding philanthropic commitments using a donor-advised fund (DAF). As you continue to support communities in diverse ways during Giving Season, a DAF offers a flexible and tax-efficient giving tool to carry out your philanthropy.
We have designed this page as a resource for your year-end giving. Here you’ll find contribution deadlines, grant recommendation guidelines and other Giving Season resources. We’re here to help you streamline your year-end generosity so you can spend time and energy on what matters most—deciding where and how to give.
Refer to these important dates to ensure that your contributions—of any type—are received by December 31. Following these guidelines will help to ensure that National Philanthropic Trust (NPT) receives your contributions by December 31 for treatment as a 2023 gift.
Most assets require the submission of a Contribution Agreement, which may be completed online via the donor portal.
DEADLINE | WHAT TO DO | |
---|---|---|
Credit Card | Submit by 11:59pm ET on December 31 | Log in to the donor portal and click Contribute With Credit Card. Once processed, all donations are irrevocable. |
Check | Must be postmarked by December 30* if using USPS Must be received by 3pm ET on December 29 if using any non-USPS mail carrier (FedEx, UPS, etc.) | Submit a check made payable to “National Philanthropic Trust.” Note the DAF name and account number in the memo section. |
Money Wire | Initiate transfer by December 22 Must be received by December 29 | Submit a Contribution Agreement to NPT, then submit a transfer request to the financial institution holding the funds. Find wire instructions here. |
Stocks, Bonds and ETFs* | Initiate transfer by December 21 Must be received by December 29 | Submit a Contribution Agreement to NPT, then submit a transfer request to the financial institution holding the assets. Find transfer instructions here. |
Mutual Funds* | Initiate transfer by November 29 Must be received by December 29 | Submit a Contribution Agreement to NPT, then submit a transfer request to the financial institution holding the fund(s). Find transfer instructions here. |
Special Securities, Real Estate and Closely Held Stock | Initiate due diligence ASAP; must be received by December 29. | Contact NPT at (888) 878-7900 for assistance. |
Cryptocurrency | Must be received by December 31. | Submit documentation by December 20. |
Stock Certificates | Must be postmarked by December 30 if using USPS. | Contact NPT at (888) 878-7900 for assistance. |
* For gifts of stock, bonds, ETFs or mutual funds, please note that the external custodian currently holding the assets may require that you submit a Letter of Instruction to initiate the transfer of the assets; if so, please present originals of the completed Letter of Instruction to the external custodian and not to NPT.
Many of your favorite charities will be making their year-end appeals soon. Follow these deadlines to ensure that your support will be counted this year.
DEADLINE | WHAT TO DO | |
---|---|---|
For NPT to review, approve and send the grant payments in 2023, we ask that you: | Enter grant recommendation by 11:59pm ET on Monday, December 18. Approved grants will be mailed on or before Friday, December 29. | Enter your grant recommendation in your donor portal. |
If you hope to have your grant recommendation approved in 2023 with grant payments sent early in 2024, we ask that you: | Enter grant recommendation by 11:59pm ET on Friday, December 22. Grants approved in 2023 will be mailed on or before January 4, 2024. | Enter your grant recommendation in your donor portal. |
To support your year-end giving, National Philanthropic Trust will offer extended hours starting November 1:
Monday–Friday: 8:30 a.m.–8:00 p.m. ET
These hours will be in effect through year-end, except on the following special days:
Dec 25: CLOSED
Jan. 1: CLOSED
Additional evening and weekend hours are available by appointment. Please contact us at (888) 878-7900 or npt@nptrust.org with any questions or to schedule an appointment. This season and always, we are proud to be your partner in giving.