Year-End Giving and Grant Making 2022

As we approach the end of calendar year 2022 and the season of giving, our staff at the Collier Community Foundation (CCF) is ready to help make your year-end giving and grantmaking as meaningful and straightforward as possible.

Please note the important information and deadlines below:

• Dec. 31 is the last day to make charitable contributions in order to receive a tax deduction for fiscal year 2022.

• We encourage you to have Donor Advised Fund recommendations to us by Dec. 9 to ensure that grant checks will be mailed out by the end of the year.

• The Community Foundation will be closed Dec. 24.

• You can make a donation to the Collier Community Foundation at any time through your Donor Advised Fund, by mailing a check or by clicking the links below:

Click here to support General Operations that help us to sustain our mission

Click here to support key Community Leadership initiatives.

Ways to Contribute

FAQ for Year-End Giving and Grant Making 2022

  • Checks must be dated on or before December 31.
  • Please be sure to add the purpose and/or name of fund to the memo line.
  • Gifts received in envelopes postmarked on or before December 31 and mailed to our offices at: 1110 Pine Ridge Road, Suite 200, Naples, FL 34108 will be processed as 2022 gifts.
  • Gifts mailed through private mailing services such as FedEx must be received in our office by 4PM EST December 30 to be processed as 2022 gifts.
  • They may also be hand-delivered by 4 PM EST on December 30.
  • Credit card gifts can be made securely online by clicking here and completing the online donation by 11:59 PM EST on December 31.
  • Electronic transfers must be received in our account by the end of the day on December 30.
  • It is recommended that transfers are initiated by 3 PM EST on Dec. 30.
  • The completed Stock Gifts and Wire Transfers form should be submitted to Wendy Ponting at [email protected].
  • Gifts of complex assets and securities require planning and some extra time.
  • Please contact the Community Foundation at (239) 649-5000 to discuss your intentions, as well as the requirements and timing of making your gift.
  • Your transfer from a brokerage account is complete when the securities have been received by an account owned by the Community Foundation, not upon giving instructions to a broker.
  • Initiate your transfer early – allowing several weeks. While some transfers may be received within days of your instruction, longer delays are possible. (i.e.…mutual fund transfers can take 2 – 5 weeks)
  • Your electronic transfer must be received by the end of the day on December 30.
  • Physical stock certificates may also be hand-delivered by 4 PM EST on December 30.
  • If this is your intention, please contact Wendy Ponting at [email protected] to obtain the proper instructions and required forms.
  • We encourage you to submit Donor Advised Fund recommendations to us by December 9 to ensure that grant checks will be mailed out by the end of the year.
  • The flexibility of a Donor Advised Fund (DAF) allows you to grant to nonprofits at any time because you have already received your tax deduction for donating to your fund at the Collier Community Foundation.
  • Please consider making grants sooner rather than later to avoid the end of year rush if you are planning to do additional giving this year from your DAF. The Foundation and the nonprofits tend to have a skeleton staff during the holidays, so making your grants earlier is much appreciated.
  • To learn more, contact the CCF at (239) 649-5000.
  • A qualified charitable distribution (QCD) can satisfy your annual required minimum distribution (RMD) from your deferred tax retirement and reduce your taxable income. Using your QCD to establish an IRA Rollover Fund in your name with the Community Foundation enables you to make annual grants to the nonprofits you care about most. To learn more, contact the CCF at (239) 649-5000.
  • Please note: IRA distributions may not establish or be gifted to a Donor Advised Fund, however, an IRA Rollover Fund is a terrific alternative.

* This material has been prepared for informational purposes only, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.

Contact us if you have any questions about specific types of gifts or timing.

Wendy Ponting
CFO

[email protected]

p 239.649.5000

Julie Van Tongeren
VP Development

[email protected]

p 239.307.4521 Direct Line

Meredith Nassif
Director of Philanthropic Services

[email protected]

p 239.307.4517 Direct Line