Year-End Tax Planning - 2018
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 | Estimated Process Time | What to Do | Deadline |
| Check | 3 days | Mail to the Raymond James Charitable P.O. Box. Certified mail is recommended. Check postmarked by December 21, 2018. | December 21, 2018 |
| Money Wire | 3-5 days | Instruct your financial institution to wire funds to Raymond James Charitable (with your account number). New Account paperwork must be submitted by December 21, 2018. | Wire Transfers December 21, 2018 New Account Paperwork December 21, 2018 |
| Stock or Bond Certificate | 30 days* | Complete the Gift of Stock or Bond Certificate form*. The Stock/Bond Power form* is also required and should be sent in a separate envelope. | November 26, 2018** |
| Securities held at Raymond James and networked mutual funds | 2 days | Complete the Gift of Raymond James Brokerage Assets form.* | Securities held at RJ December 21, 2018 Networked Mutual Funds December 14, 2018 |
| Securities held outside Raymond James and non-networked mutual funds | 30 days* | Complete Gift of Brokerage Assets form*. | November 26, 2018** |
| Mutual funds held directly at mutual fund company | 30 days* (or more) | Complete Gift of Mutual Funds form*. | November 26, 2018** |
* To obtain the required forms, contact your financial advisor or visit the Asset Transfer Instructions page.
** 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 affect 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 12/31/18 even if the appropriate gift documentation is received prior to the deadline noted.