News for Professional Advisors

If you have clients who could benefit from a charitable donation before year-end, contact us today. We can establish a Donor Advised Fund in as little as one day.

Donating complex assets can take some time, so connect with one of our philanthropic advisors as soon as possible to ensure your clients can maximize their tax advantages.

Important dates for year-end giving:

• Gifts must be received into our accounts or postmarked by Tuesday, Dec. 31, to qualify for a charitable income tax deduction in the 2024 tax year.
• Gifts of complex assets such as real estate, closely held business interests, mutual funds, and planned giving vehicles can take time to process. These gifts should be discussed with one of our philanthropic advisors as early as possible to ensure approval before year-end.
• If your client is considering a wire transfer of cash, it’s important to note that many banks have their own year-end transfer deadlines. We suggest contacting the bank early in the planning process to discuss timelines.

We are here to make philanthropy easy and seamless for you and your clients. As you discuss strategy for year-end with your clients, our team can be your partner for charitable solutions.