As June winds down and summer begins to heat up, there's one date that may not be on every donor’s radar…but it should be: June 30th. For many nonprofits, this marks the end of their fiscal year - a critical financial and strategic milestone.

At UI Charitable, we encourage our donors to take note. Why? Because understanding a nonprofit’s financial calendar can help you give more strategically, more impactfully, and right when it matters most.

🧾 What Is Fiscal Year-End, and Why Does It Matter?

Just like businesses, many nonprofits operate on a fiscal year that ends June 30 instead of December 31. As this date approaches, organizations:

• Close out annual budgets

• Evaluate financial health

• Report progress to boards, funders, and stakeholders

• Set next year’s goals and funding priorities

But here is the catch: if they’re behind on revenue or facing a budget gap, June donations can be make-or-break.

💡 How Donors Can Make a Difference in June

By giving before June 30, you can:

• Help organizations close their books in the black

• Give nonprofits confidence to launch or sustain programs

• Signal to other donors and funders that the mission is worth backing

• Make your gift count in annual impact reports and fundraising totals

If you have been thinking about making a donation, this is the moment to act.

🧭 Using Your Donor-Advised Fund for Fiscal Year-End Giving

If you have a Donor-Advised Fund at UI Charitable, this is a perfect time to:

• Recommend a grant to a nonprofit you’ve supported this year

• Start a new funding relationship with an organization doing work you admire

• Talk to our team about equity-focused, high-impact giving opportunities before June 30

Because grants from Donor-Advised Funds don’t affect your 2025 tax deduction (that happened when you contributed to the fund), you can give now based entirely on the nonprofit’s timing—not your own tax calendar.

📝 How to Prioritize Your Giving

To make the most of your fiscal year-end giving:

• Check in with nonprofits to see what their funding needs are

• Look for organizations posting match challenges or end-of-year goals

• Use your Donor-Advised Fund portal to issue grants quickly and efficiently

• Talk with your advisor or UI Charitable’s team if you need help narrowing your focus

🌟 Small Timing, Big Impact

Giving strategically doesn’t always mean giving more—it can also mean giving when it matters most.

A grant made before June 30 might help a nonprofit:

• Keep staff employed

• Launch a new initiative

• Report stronger financials to their board or funders

It’s a timely way to turn your generosity into momentum.