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Year-End Tax Planning
Deadlines Published for Year-End Gifts to Raymond James Donor Advised Fund
The end of the year is a popular time for donors to make contributions. The processing of securities can often be slow – which can have tax implications. The table below can help you plan your year-end contributions and ensure that your contributions will be processed within the tax year.
| Type of Contribution |
What You Must Do* |
Deadline |
| Check |
Mail to the Charitable Endowment Fund P.O. Box with a postmark on or before December 31, 2008. Certified mail is recommended. |
December 31, 2008 |
| Money Wire |
Instruct your financial institution to wire funds to the Raymond James Charitable Endowment Fund (with your account number) on or before December 29, 2008.
New Account paperwork must be submitted by December 19, 2008. |
Wire Transfers
December 29, 2008
New Account Paperwork
December 19, 2008 |
| Stock or Bond Certificate |
Complete the Gift of Stock or Bond Certificate form* and postmark on or before November 28, 2008. The Stock/Bond Power form* is also required and should be sent in a separate envelope. |
November 28, 2008** |
| Securities held at Raymond James and networked mutual funds |
Complete the Gift of Raymond James Brokerage Assets form.* Securities held at Raymond James (RJ) request must be received by December 19, 2008.
Networked mutual funds requests must be received by December 10, 2008. |
Securities held at RJ
December 19, 2008
Networked Mutual Funds
December 10, 2008 |
| Securities held outside Raymond James and non-networked mutual funds |
Complete Gift of Brokerage Assets form* and postmark on or before November 28, 2008. |
November 28, 2008** |
| Mutual funds held directly at mutual fund company |
Complete Gift of Mutual Funds form* and postmark on or before November 28, 2008. |
November 28, 2008** |
* To obtain the required forms, contact your financial advisor or visit www.MyFamilyFoundation.org.
** Deadlines are our recommendation only. For physical certificates and assets held away from Raymond James, the transfer process is beyond our control. While every effort will be made to effect a timely transfer of these assets, since other institutions control the actual process, no assurance can be offered that the gift will be completed by 12/31/08 even if the appropriate gift documentation is received prior to the deadline noted.
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