5 Planned Giving Deadlines You Don’t Want to Miss!
You can make your greatest impact for the gospel this year—and reduce your 2019 taxes. But time is running out!
Avoid hassles later by planning ahead—here are the key dates for the 5 most popular ways to give at year end …
Gifts of Real Estate—November 25th
Request our questionnaire by Nov. 25, and return it to The Cru Foundation with supporting documents by December 2, 2019.
Opening a Great Commission Donor-Advised Fund (now with $0 administrative fees!)—November 29th
Request an application by November 29. Fill out the DAF agreement and complete the gift with a check or gift of stock before December 31.
Gifts of Stock—November 29th
Start the process no later than November 29! Request a Stock Notification Form from us and make the gift of stock on or before December 31. Mutual funds can take additional time, and the custodian might require our foundation to set up an account with them.
Charitable Gift Annuity—December 2nd
Contact us by December 2. Your check and state specific application must be postmarked by December 31 to qualify for 2019 tax purposes.
IRA Qualified Charitable
Distribution (also known as a
Warning: Custodians need lots of extra processing time at the end of the year. Contact us for help with the process. Or, if you are ready to make your gift now, contact your IRA custodian for instructions on how to make a “qualified charitable distribution.” You will need to provide the following information about us:
The Cru Foundation, ATTN: Heidi Hodges, 100 Lake Hart Dr., Dept. 3600, Orlando, FL 32832. The tax ID for the foundation is 95-2814920.
For proper handling, please notify The Cru Foundation of your gift.
End-of-Year Tax Deductions—December 31st
With the end of the year just around the corner, act now to make the biggest possible impact for Christ and benefit from important tax deductions for your family in 2019!
2019 could be the year you make your greatest kingdom impact—and reduce your 2019 tax bill! But you must act quickly to make the most of each of these wise stewardship opportunities.
Let us help you discover your kingdom-building potential! Contact a Giving Counselor toll-free at 800-449-5454 or email@example.com now to get started on one or more of these options before the end of the year.