As we approach the end of 2025, the Community Foundations of Southwest Iowa is here to assist with your year-end giving. The timing of your year-end charitable gifts affects your eligibility for a charitable income tax deduction in the 2025 tax year. As you move forward with your year-end giving, please keep the following deadlines in mind.
Gifts to Your Fund
Publicly Traded Securities — Gifts of publicly traded securities must be received into brokerage accounts by 3 p.m. Wednesday, December 31. We encourage you to communicate with your broker about your gift plans, as many brokerage firms have their own year-end deadlines. As a general rule, we recommend you initiate your gift at least 10 business days prior to the deadline. Before you initiate your gift, please contact a Donor Services team member who will provide you with the appropriate transfer instructions.
Complex Assets — Gifts of complex assets such as real estate, closely held business interests or stock, and legacy gifts should be discussed with our donor services advisor by December 9 to allow the Gift Acceptance Committee adequate time to review for approval and transfer by year-end.
Checks — Checks sent via the U.S. Postal Service (USPS) must be postmarked on or before December 31. Checks sent via carriers such as FedEx, UPS, and DHL must be physically received at the office on or before December 31.
Wire and ACH Transfers: Initiated at your bank — Wire and ACH transfers must be received into the bank accounts by December 31. We encourage you to communicate with your banker about your gift plans, as many banks have their own year-end deadlines.
ACH Transfers: Initiated from the fundholder’s online account — Please initiate the transfer by December 17. Wire and ACH transfers must be received into bank accounts by December 31.
Credit Cards — Online credit card contributions must be submitted via the fundholder’s online account by 11:59 p.m. December 31.
Grants to Nonprofits from Your Fund
Grant requests must be submitted through your online account or via email by 5 p.m. Monday, December 29. The final day for processing grants to nonprofits in 2025 is Tuesday, December 30. Please note that the timing of grants does not impact eligibility for a charitable income tax deduction.
Office Hours
The foundation office will close at 5 p.m. Wednesday, December 31.
Contact Us
Please contact a member of our Donor Services team at (402) 342-3458 or giving@omahafoundation.org with any questions you may have. The entire team is deeply appreciative of your generosity this year and every year. Thank you for your dedication to our community.