|
|
Year-End Tax Planning
Deadlines published for year-end gifts to Raymond James Pooled Income Funds
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 |
Estimated Process Time |
What You Must Do* |
Deadline |
| Check |
3 days |
Postmark on or before December 30, 2006 |
Dec. 30, 2006 |
| Money wire |
3-5 days |
Instruct your financial institution to wire funds to the Raymond James Pooled Income Funds (with your account number) on or before December 29, 2006 |
Dec. 29, 2006 |
| Stock or Bond Certificate |
30 days** |
Complete the Gift of Stock or Bond Certificates form and postmark on or before November 30, 2006. The Stock/Bond Power form is also required and should be mailed in a separate envelope. |
Nov. 30, 2006 |
| Securities held at Raymond James and networked mutual funds |
2 days |
Complete the Gift of Raymond James Brokerage Assets form. Request must be received by 1 p.m. EST on December 27, 2006. |
1 p.m. EST on Dec. 27, 2006 |
| Securities held outside Raymond James and non-networked mutual funds |
30 days** |
Complete Gift of Brokerage Assets form and postmark on or before November 30, 2006. |
Nov. 30, 2006 |
| Mutual funds held directly at mutual fund company |
30 days**
(or more) |
Complete Gift of Mutual Funds form and postmark on or before November 30, 2006. |
Nov. 30, 2006 |
*For first time contributions, please complete a Gift Aggreement. This must be completed and signed and accompany gift assets.
** Processing of such securities are out of the direct control of Raymond James. Therefore, deadlines are approximate, and we cannot guarantee the successful transfer of such securities in a timely manner.
|
|
