Year-end tax planning

Deadlines Published for Year-End Gifts to Raymond James Donor Advised Fund

The end of the year is a popular time for donors to make contributions. The processing of securities can often be slow – which can have tax implications. The table below can help you plan your year-end contributions and ensure that your contributions will be processed within the tax year.

 

Type of Contribution

Estimated Process Time

What to Do

Deadline

Check

3 days

Mail to the Raymond James Charitable P.O. Box. Certified mail is recommended.

December 31, 2015

Money Wire

3-5 days

Instruct your financial institution to wire funds to Raymond James Charitable (with your account number). New Account paperwork must be submitted by December 14, 2015.

Wire Transfers
December 24, 2015

New Account Paperwork
December 14, 2015

Stock or Bond Certificate

30 days*

Complete the Gift of Stock or Bond Certificate form*. The Stock/Bond Power form* is also required and should be sent in a separate envelope.

November 30, 2015**

Securities held at Raymond James and networked mutual funds

2 days

Complete the Gift of Raymond James Brokerage Assets form.*

Securities held at RJ
December 28, 2015

Networked Mutual Funds
December 21, 2015

Securities held outside Raymond James and non-networked mutual funds

30 days*

Complete Gift of Brokerage Assets form*.

November 30, 2015**

Mutual funds held directly at mutual fund company

30 days*
(or more)

Complete Gift of Mutual Funds form*.

November 30, 2015**

 

* To obtain the required forms, contact your financial advisor or visit the Asset Transfer Instructions page.
** Deadlines are our recommendation only. For physical certificates and assets held away from Raymond James, the transfer process is beyond our control. While every effort will be made to affect a timely transfer of these assets, since other institutions control the actual process, no assurance can be offered that the gift will be completed by 12/30/15 even if the appropriate gift documentation is received prior to the deadline noted.