Year-End Tax Planning - 2018
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. Check postmarked by December 21, 2018. |
December 21, 2018 |
|
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 21, 2018. |
Wire Transfers |
|
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 26, 2018** |
|
Securities held at Raymond James and networked mutual funds |
2 days |
Complete the Gift of Raymond James Brokerage Assets form.* |
Securities held at RJ |
|
Securities held outside Raymond James and non-networked mutual funds |
30 days* |
Complete Gift of Brokerage Assets form*. |
November 26, 2018** |
|
Mutual funds held directly at mutual fund company |
30 days* |
Complete Gift of Mutual Funds form*. |
November 26, 2018** |
* 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 12/31/18 even if the appropriate gift documentation is received prior to the deadline noted.
