Important Year-End Giving Dates for Donors

As you make plans for your 2023 fund contributions and grant recommendations, please keep in mind these important dates.

We are here to streamline your charitable giving during this busy giving season.

We’d like to highlight some key dates that may be of interest to you when considering your year-end philanthropic planning. The deadlines outlined below will help ensure that your charitable wishes are processed in a timely manner.

Now	Contact your Philanthropic Advisor to discuss your year-end giving
November 16	Give to the Max Day
November 23-24	Foundation closed
December 1	Last day to initiate mutual fund transfers
December 4	Last day to submit 2023 year-end grant recommendations
December 8	Last day to initiate publicly traded stock transfers
December 25	Foundation closed
December 29	Physical stock certificates must reach the office by 4 p.m. on Dec. 29, 2023
December 31	Gifts must be postmarked by Dec. 31, 2023*
January 1	Foundation closed

*Checks received at year-end will be receipted based on the postmarked date on the envelope but will be displayed in DonorView on the date the check is processed in 2024.

Your Year-end Giving Questions Answered

Here are some answers to our most frequently asked questions about year-end charitable planning.

What is the Foundation's EIN Number?

The Saint Paul & Minnesota Foundation is a registered 501(c)(3) nonprofit organization. The EIN Tax ID for the Saint Paul & Minnesota Foundation is 41-6031510.

How do I ensure that my favorite nonprofits receive grants from my fund by December 31?

To ensure that your favorite nonprofits receive grants this year, please submit all grant recommendations by December 4 through DonorView. Because of the volume of grants and our processing time, any grant recommendations made after December 4 may not get processed and mailed before the end of the year.

What about donating stock and mutual funds? How do I donate securities into my fund so I receive a 2023 tax receipt?

Many of our fundholders choose to donate appreciated, publicly traded stock or mutual funds. These kinds of gifts may provide an income tax deduction and could help you minimize capital gains tax.

In 2023, we ask all fundholders to initiate mutual fund transfers by December 1 and stock transfers by December 8 in order to ensure that they are received and processed in 2023. While the Foundation sells mutual fund and stock shares as soon as they are received, it may take some time for your gift to transfer to the Foundation. Please contact your Philanthropic Advisor or email us at philanthropy@spmcf.org for transfer instructions.