Year-End Charitable Donations

Contribution and Grant Recommendation Deadlines

TIAA Charitable's 2019 Contribution Deadlines

Contributions to your TIAA Charitable Giving Fund may be eligible for a 2019 charitable tax deduction. As we approach the final months of the year, here are the year-end giving dates not to miss to ensure contributions qualify for the 2019 tax year that ends on December 31. 

 

Contribution Type
Deadline
Complex Assets Varies by asset;
call TIAA Charitable to discuss*
Control and Restricted Stock Call by November 11**
Mutual Funds
(Original signature and statement required)
Paperwork must be received
by November 25***
Securities held outside of TIAA
(Original signature and statement required)
Paperwork must be received
by December 9***
Securities held at TIAA
(Signature & statement required)
Paperwork must be received
by December 16****
Electronic Funds Transfer (EFT) Submit online by
December 26,
5 p.m. (ET)
Checks USPS postmarked
or received via overnight delivery
by December 31
Physical Stock Certificates USPS postmarked
or received via overnight delivery
by December 31

 

Grant Recommendation Deadline

The deadline for grant recommendations is December 24 to ensure grant checks are mailed before year-end.

How to Submit

Web

Sign in to your Giving Center to make an additional contribution or grant recommendation.

Or open a Giving Fund.

Paper

Download and print a form, and mail or fax to:

TIAA Charitable
8910 Purdue Rd., Suite 500
Indianapolis, IN 46268

Fax:  877-736-4620

Phone

Call 800-392-4420
Monday to Friday,
8 a.m. -  10 p.m. and

Saturday, 9 a.m. - 6 p.m. (ET)

Why You Should Get Started This Year

One of the biggest benefits of a Giving Fund is its potential to grow your giving power down the road. The sooner you start, the bigger the impact you could make. Learn how to give more with our planning tool.

Double-Check Your Work

We all make mistakes. The problem is, incorrect or incomplete information this close to a deadline could lead to missing a 2019 contribution or grant. Need help? Contact us.

The Clock's Ticking

Get started today.

Or, call us and talk to one of our specialists.

800-392-4420 Call us at 8 0 0 3 9 2 4 4 2 0

*Process and timing for complex assets vary, and each situation is unique and subject to review and approval by TIAA Charitable. If you are interested in claiming a complex asset contribution for the 2019 tax year, please call us as early as possible to assess your situation. 

**Control and restricted stock may have unique stipulations and may be subject to variability in execution timelines.

***For assets held away from TIAA, timing is dependent on the transferring institution. TIAA Charitable will make every effort to contact and coordinate with transferring institutions to provide timely processing. For asset transfers initiated by an outside broker, timing is dependent on the transferring institution.  For the 2019 tax year, assets held away from TIAA must be received by TIAA Charitable in good order by December 31, 2019. 

****For assets held at TIAA, transfers initiated by TIAA must be received by TIAA Charitable in good order by December 31, 2019, to qualify for the 2019 tax year. 

Contributions to the Giving Fund are irrevocable. All recommendations from donors are subject to review and approval by TIAA Charitable.

TIAA Charitable does not provide tax advice. Taxpayers should seek advice based on their own particular circumstances from an independent tax advisor.

TIAA Charitable is the brand name for an independent public charity that maintains a donor-advised fund program. The TIAA name is a registered mark of Teachers Insurance and Annuity Association of America and is used by TIAA Charitable pursuant to a license.

TIAA Charitable, Inc. has been recognized by the Internal Revenue Service as a tax-exempt public charity under Sections 501(c)(3) and 170(b)(1)(A)(vi) of the Internal Revenue Code of 1986, as amended (the “Code”).