2023 End-of-Year
Contribution Deadlines
Refer to these important dates to ensure that contributions are accounted for by December 31. Following these guidelines will help to ensure that UI Charitable Advisors receives your contributions for treatment as gifts in 2023.
Refer to these important dates to ensure that contributions are accounted for by December 31. Following these guidelines will help to ensure that UI Charitable Advisors receives your contributions for treatment as gifts in 2023.
Refer to these important dates to ensure that contributions are accounted for by December 31. Following these guidelines will help to ensure that UI Charitable Advisors receives your contributions for treatment as gifts in 2023.
Contribution Type
Contribution Type
Deadline
Deadline
What To Do
What To Do
Checks
Must be postmarked by December 31 if using USPS
Must be received by December 31 if using a non-USPS mail carrier (FedEx, UPS, etc.
Must be postmarked by December 31 if using USPS
Must be received by December 31 if using a non-USPS mail carrier (FedEx, UPS, etc.
Make checks payable to University Impact. and include the name of the DAF in the memo section
Make checks payable to University Impact. and include the name of the DAF in the memo section
Wires
Initiate wire transfers by December 26
Transfers must be settled in University Impact's account by December 29
(December 31 is a Sunday)
Initiate wire transfers by December 26
Transfers must be settled in University Impact's account by December 29
(December 31 is a Sunday)
Submit a transfer request to the financial institution currently holding the assets
If you do not have a UI DAF brokerage account, contact UI Charitable Advisors for wire instructions
Submit a transfer request to the financial institution currently holding the assets
If you do not have a UI DAF brokerage account, contact UI Charitable Advisors for wire instructions
Stocks,
Bonds,
and ETFs*
Initiate wire transfers by December 20
Transfers must be settled in University Impact's account by December 29
(December 31 is a Sunday)
Initiate wire transfers by December 20
Transfers must be settled in University Impact's account by December 29
(December 31 is a Sunday)
Submit a transfer request to the financial institution holding the assets
If you do not have a UI DAF brokerage account, contact UI Charitable Advisors for house account information
Submit a transfer request to the financial institution holding the assets
If you do not have a UI DAF brokerage account, contact UI Charitable Advisors for house account information
Private Business Interest,
Real Estate, and
Other Complex Assets
Initiate due diligence ASAP
Initiate due diligence ASAP
Contact Hyrum Grenny at (385) 286-5906 for assistance
Contact Hyrum Grenny at (385) 286-5906 for assistance
Cryptocurrency
Cryptocurrency
Initiate transfers by
December 27
Transfers must be received by December 29 (December 31 is a Sunday)
Initiate transfers by
December 27
Transfers must be received by December 29 (December 31 is a Sunday)
Submit a request to your current Crypto Exchange to transfer to the UI Crypto Account at Gemini, Coinbase, or Kraken Contact UI Charitable Advisors for account information
Submit a request to your current Crypto Exchange to transfer to the UI Crypto Account at Gemini, Coinbase, or Kraken Contact UI Charitable Advisors for account information
* For gifts of stock, bonds, ETFs, or mutual funds, please note that the external custodian currently holding the assets may require you to submit a Letter of Instruction to initiate transfer of the assets.If so, please present originals of the completed Letter of Instruction to the external custodian and not to UI Charitable Advisors.
* For gifts of stock, bonds, ETFs, or mutual funds, please note that the external custodian currently holding the assets may require you to submit a Letter of Instruction to initiate transfer of the assets.If so, please present originals of the completed Letter of Instruction to the external custodian and not to UI Charitable Advisors.
* For gifts of stock, bonds, ETFs, or mutual funds, please note that the external custodian currently holding the assets may require you to submit a Letter of Instruction to initiate transfer of the assets.If so, please present originals of the completed Letter of Instruction to the external custodian and not to UI Charitable Advisors.
For Questions or support please contact:
For Questions or support please contact:
For Questions or support
please contact:
Daniel Blake
(385) 286-5900
danblake@uicharitable.org
UI Charitable Advisors Main Office
(385) 286-5900
support@uicharitable.com
Hyrum Grenny
(385) 286-5900
hyrumgrenny@uicharitable.org