Navigating Year-End Giving

October 23, 2024

Navigating Year-End Giving: We’re Here to Help Your Gifts Shine in 2024 

As the holiday season approaches, our minds turn to festive gatherings, twinkling lights, and, of course, the joy of giving. If you're considering making a charitable impact before the year bids adieu, we've got some key dates and tips to make your year-end giving a seamless success. 

Important Dates to Pencil In: 

  • December 13 (Friday): Transfers of mutual funds may take additional time and should be made by December 13. Please notify MCF before initiating the transfer.  
  • December 23 (Monday): Gifts of appreciated stock and cash wires should be made by Monday, December 23rd to ensure they will be received by December 31st. Please notify MCF before initiating the transfer.  
  • December 23 – 27; 30-31 (Monday – Friday; Monday and Tuesday): The last week and a half of the calendar year! Offices will be closed on Tuesday, December 24, and Wednesday, December 25.  

Why December 31sth Matters: 

  • Gift Settlement Deadline: The 31st isn't just any Tuesday; it's the end-all for gifts to settle and be considered part of your 2024 contributions. So, if you want your generosity to reflect in the upcoming tax year, this is your magic date. 

Proactive Planning for a Stress-Free Experience: 

  • Kickstart Now: There's no time like the present to start thinking about your year-end gifts. Proactivity is your best friend here. 
  • Smooth Sailing with Assistance: Worried about the nitty-gritty details? Fret not. We're here to lend a helping hand. Reach out, and we'll guide you through the process, ensuring your charitable gifts not only make a difference but also qualify for that sweet charitable income tax deduction in the 2024 tax year. 

Connect with Us: 

  • Phone: Have a question or just want to chat? Give us a ring at (406) 443-8313. We're here to make the process as smooth as possible. 
  • Email: Prefer the digital route? Email us at giving@mtcf.org, and we'll get back to you faster than you can say "tax deduction." 

In the spirit of giving, let's wrap up the year on a charitable high note. Here's to making a difference and ensuring your generosity shines bright in 2024!