Year-End Tax Planning

10/7/2016 Press Release

The Oregon Community Foundation offers many ways of connecting donors to the causes they are passionate about, and we understand that your clients may benefit by donating the right asset at the right time. Please note that certain types of assets take longer to transfer from your client to OCF. Refer to the suggested timeline below to help ensure your client’s charitable contributions are received by OCF by the IRS deadline of December 31:

 
Initiation Date Gift type Gift Guidelines
No later than November 1 Non-cash assets Includes complex assets and real estate gifts
No later than December 1 Mutual funds Please contact OCF for delivery instructions
No later than December 15 Public securities Please contact OCF for delivery instructions
No later than December 27 Wire transfers Please contact OCF for delivery instructions
No later than December 31 Checks or cash Must be postmarked by December 31

 

Questions? The Oregon Community Foundation has professional staff in six offices throughout Oregon to serve you. To find the office nearest you, click here.