For Professional Advisors: Timelines for completing your clients’ year-end contributions

The year is quickly coming to a close and our team is eager to support you and your clients in this last quarter of 2015. Many of your clients may be considering a charitable contribution before year’s end. Because this is a busy time for SVCF and for you, I wanted to highlight some important dates, so that we can be as responsive as possible and ensure that all gifts are properly credited for 2015. 

  • Contributions made by check and delivered via U.S. Mail require a postmark by December 31, 2015 to be processed as 2015 gifts. Envelopes mailed through private mailing services such as FedEx must be received in our office by the morning of December 31, 2015, to be processed as 2015 gifts.
  • Gifts of closely held stock and mutual funds should be initiated by December 4, and gifts of publicly traded stock held by a broker by December 7. Gifts of stock that are transferred via depository trust company (DTC) will be acknowledged the day the stock is credited to SVCF’s brokerage account. DTC transfers typically take 24 hours to complete, but brokerage firms might be delayed in processing clients’ requests at year-end because of the volume of transfer instructions that come in at this time.
  • Cash wire transfers should be initiated by December 7.
  • Other, more complex contributions, such as restricted stock or other gifted assets, may require approval from our Gift Acceptance Committee. We request that you initiate these donations as soon as possible.

SVCF is committed to offering the most reliable and efficient service to you and your clients. Please contact us at or call us at 650.450.5444 if you have any questions about specific types of gifts or timing.

Wishing you a smooth Q4 and a very happy holiday season!