The Community Foundation of Broward is ready to help you make the most of your year-end giving. With the new year fast approaching, our expert team can help you amplify the impact, and tax benefits, of your holiday giving.

Here are a few year-end giving tips about ways to give, tax law changes and timetables for giving.

Ways to give

In addition to sending a check or making an online donation, here are a few asset options to consider for your year-end giving:

• Give stock: Appreciated stock can be donated and then sold by a charity for 100 cents on the dollar – no capital gains tax applies.
• IRA distribution: A Qualified Charitable Distribution (QCD) from your IRA is an easy way to donate to a nonprofit, potentially reducing your taxable income and satisfying a Required Minimum Distribution (RMD).
• Donate real estate and other “complex gifts”: Real estate, “closely-held stock” and valuable collections can fuel your charitable support. Our philanthropy experts can work with your professional advisor to facilitate gifts of complex assets. CLICK HERE to learn more.
• Donor-Advised Fund Grant: Many nonprofits rely on year-end giving to sustain their critical work and to determine what efforts they will pursue next year. Adding to your Donor-Advised Fund and making a grant advisement during the holiday season is a great opportunity to create ongoing support for your charitable priorities.

Tax law changes to consider

Big changes to federal tax law, ushered in by passage of the “One Big Beautiful Bill Act” this year, could make gift bundling a more appealing giving strategy to consider. Gift bundling involves providing several years’ worth of support for your favorite causes or organizations through a single gift to a Donor-Advised Fund. It enables you to lock in support to achieve your long-term charitable goals, while getting the full tax benefit this year. CLICK HERE to learn more about gift bundling and CLICK HERE for more insights about how changes to tax law affect charitable giving.

Timetables for year-end giving

Please keep these dates in mind as you consider your year-end giving:

• Checks: Mailed donations must be postmarked no later than Dec. 31 to count toward your 2025 tax benefits. Mail checks to: Community Foundation of Broward, 910 East Las Olas Boulevard, Suite 200, Fort Lauderdale, FL 33301.
• Donations Via Website: Online donations must be received before 11:59 p.m. on Dec. 31 to count toward your 2025 tax benefits. CLICK HERE to make an online donation to a charitable fund at the Community Foundation.
• Wire Transfers: Wire transfers must be received by Dec. 22 to be processed in time to count toward your 2025 tax benefits. CLICK HERE for wiring instructions available on our website.
• Stock gifts: Stock gifts must be received by Dec. 22 to be processed in time to count toward your 2024 tax benefits.
• Donor-Advised Funds: Dec. 22 is the last day for 2025 grant recommendations from Donor-Advised Funds at the Community Foundation to ensure delivery before year-end.  Also, new Donor-Advised Funds must be created by 5 p.m. on Dec. 31 to qualify for 2025 tax benefits.

Please allow more time for arranging IRA distributions and “complex gifts.”

As always, we encourage you to consult with your professional advisor about the giving strategies that work best for you.  

Why partner with the Community Foundation for year-end giving?

By partnering with the Community Foundation for your year-end giving, you enlist our local philanthropy expertise to help you amplify your impact. It starts when you create or add to a charitable fund at the Community Foundation to fuel support for your charitable passions. We help your fund grow through careful investment. We make sure grants from your fund are always used as intended. Our expert team can help you identify innovative ways for your support to make a lasting difference. Your impact grows through our ability to pool the resources of like-minded philanthropists and forge dynamic collaborations to tackle pressing needs. Together, we shape a brighter future for the community we love.

Let’s get started!

For help navigating your year-end giving options, please Contact Kelly Marmol, Vice President of Philanthropic Impact, at kmarmol@cfbroward.org or 954-761-9503.

Thank you for your year-end giving!

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For help navigating your year-end giving options, please Contact Kelly Marmol, Vice President of Philanthropic Impact, at kmarmol@cfbroward.org or 954-761-9503.

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