Year-end contribution and granting deadlines

•  Type of Contribution

  Assets held at Charles Schwab & Co., Inc.
•  Contribution Action Needed

  Log in to your DAF account, click on "Contribute to My Account" and follow instructions. 

  
  

  or 

  
  

  Download and fax the Contribution Form (PDF).
• Timing

  Contributions made online must be completed by 11:59 p.m. ET December 31. 

  
  

  Faxes must be received by 11:59 p.m. ET December 31.  

•  Type of Contribution

  Checks
•  Contribution Action Needed

  Download and mail the Contribution Form (PDF). Overnight or mail the check.
• Timing

  Contribution Form and check must be postmarked by December 31.

  • ALL checks must be made payable to DAFgiving360. Do NOT make checks payable to Charles Schwab & Co
    
  • Government and Cashiers Checks are not accepted for deposit into donor-advised funds
    
  • Do NOT deposit any retirement funds into a donor-advised fund, as it is a taxable event
    

•  Type of Contribution

  Wire transfer
•  Contribution Action Needed

  Submit a transfer request to the financial institution to wire the funds. 

  
  

  For details see Delivery Instructions (PDF).
• Timing

  Wires generally take two to three business days. Please check with your financial institution. 

  
  

  The wire must be received by DAFgiving360 no later than 4:00 p.m. ET December 31.

•  Type of Contribution

  Mutual funds held at a firm other than Charles Schwab & Co., Inc.
•  Contribution Action Needed

  Complete, print, and mail the DAFgiving360 Transfer of Assets (PDF) form.
• Timing

  Processing times can vary but typically will take two to six weeks. To ensure proper processing, we suggest initiating this request by November 15. 

  
  

  Assets must be received and posted by December 31.

•  Type of Contribution

  Stock transfers from a non-Charles Schwab & Co., Inc. financial institution
•  Contribution Action Needed

  Complete the DAFgiving360 Transfer of Assets (PDF) form and Instruct DAFgiving360 to initiate the transfer. 

  
  

  or 

  
  

  Initiate a transfer request to the firm holding the securities, and include Schwab's DTC number: 0164 from our Delivery Instructions (PDF).
• Timing

  Processing times can vary but typically will take two to six weeks. Please check with your financial firm. 

  
  

  Assets must be received by December 31.

•  Type of Contribution

  Physical stock certificates for publicly traded companies
•  Contribution Action Needed

  Download, complete and mail or fax the Contribution Form (PDF). Include an irrevocable stock or bond power form. 

  
  

  Please note: This form is only needed if you can't endorse the certificate.
• Timing

  Must be postmarked by November 8.

•  Type of Contribution

  Control and restricted stock
•  Contribution Action Needed

  Call DAFgiving360 at

  800-746-6216.
• Timing

  Processing times vary. To ensure proper processing, we suggest initiating request as follows: 

  
  

  Stock restricted by legend (Physical SKL) must be received by November 8. 

  
  

  Control/Affiliate book entry must be received by December 16.

•  Type of Contribution

  Cryptocurrency
•  Contribution Action Needed

  Call DAFgiving360 at

  800-746-6216.
• Timing

  Call by December 6.

•  Type of Contribution

  Other illiquid assets including private company stock, hedge fund interests, private equity, real estate, etc.
•  Contribution Action Needed

  Call DAFgiving360 at

  800-746-6216.
• Timing

  Processing times may vary based on asset. 

  
  

  To ensure proper processing, we suggest initiating the request by November 1 or at least 30 days prior to the proposed investment date. 

  
  

  Assets must be approved by DAFgiving360 and transferred thereto by December 31.