2024 End-of-Year
Contribution Deadlines

Refer to these important dates to ensure that contributions are accounted for by December 31. Following these guidelines will help to ensure that UI Charitable Advisors receives your contributions  for treatment as  gifts in 2024.

Refer to these important dates to ensure that contributions are accounted for by December 31. Following these guidelines will help to ensure that UI Charitable Advisors receives your contributions  for treatment as  gifts in 2024.

Refer to these important dates to ensure that contributions are accounted for by December 31. Following these guidelines will help to ensure that UI Charitable Advisors receives your contributions  for treatment as  gifts in 2024.

Contribution Type

Contribution Type

Deadline

Deadline

What To Do

What To Do

Checks

Must be postmarked by December 31st if using USPS
Must be received by December 31st if using a non-USPS mail carrier (FedEx, UPS, etc.

Must be postmarked by December 31st if using USPS
Must be received by December 31st if using a non-USPS mail carrier (FedEx, UPS, etc.

Make checks payable to University Impact. and include  the name of the DAF in the memo section

Make checks payable to University Impact. and include  the name of the DAF in the memo section

Wires

Initiate wire transfers by December 27th

Transfers must be settled in University Impact's account by December 31st.


Initiate wire transfers by December 27th

Transfers must be settled in University Impact's account by December 31st.


Submit a transfer request to the financial institution currently holding the assets

 

If you do not have a UI DAF brokerage account,  contact UI Charitable Advisors for wire instructions

Submit a transfer request to the financial institution currently holding the assets

 

If you do not have a UI DAF brokerage account,  contact UI Charitable Advisors for wire instructions

Stocks,

Bonds,

and ETFs*

Initiate wire transfers by December 23rd


Transfers must be settled in University Impact's account by December 31st

Initiate wire transfers by December 23rd


Transfers must be settled in University Impact's account by December 31st

Submit a transfer request to the financial institution holding the assets

  

If you do not have a UI DAF brokerage account, contact  UI Charitable Advisors for house account information

Submit a transfer request to the financial institution holding the assets

  

If you do not have a UI DAF brokerage account, contact  UI Charitable Advisors for house account information

Private Business Interest,

Real Estate, and

Other Complex Assets

Initiate due diligence by

December 16th

Initiate due diligence by

December 16th

Contact Hyrum Grenny at (801) 616-8660 for assistance

Contact Hyrum Grenny at (801) 616-8660 for assistance

Cryptocurrency

Cryptocurrency

Initiate transfers by
December 27th


Transfers must be received by December 31st

Initiate transfers by
December 27th


Transfers must be received by December 31st

Submit a request to your current Crypto Exchange to transfer to the UI Crypto Account at Gemini, Coinbase, or Kraken Contact UI Charitable Advisors for account information

Submit a request to your current Crypto Exchange to transfer to the UI Crypto Account at Gemini, Coinbase, or Kraken Contact UI Charitable Advisors for account information

* For gifts of stock, bonds, ETFs, or mutual funds, please note that the external custodian currently holding the assets may require you to submit a Letter of Instruction to initiate transfer of the assets.If so, please present originals of the completed Letter of Instruction to the external custodian and not to UI Charitable Advisors.

* For gifts of stock, bonds, ETFs, or mutual funds, please note that the external custodian currently holding the assets may require you to submit a Letter of Instruction to initiate transfer of the assets.If so, please present originals of the completed Letter of Instruction to the external custodian and not to UI Charitable Advisors.

* For gifts of stock, bonds, ETFs, or mutual funds, please note that the external custodian currently holding the assets may require you to submit a Letter of Instruction to initiate transfer of the assets.If so, please present originals of the completed Letter of Instruction to the external custodian and not to UI Charitable Advisors.

For Questions or support please contact:

For Questions or support please contact:

For Questions or support
please contact:

Daniel Blake

(801) 995-2009
danblake@uicharitable.org

UI Charitable Advisors Main Office

(385) 286-5900
support@uicharitable.com

Hyrum Grenny

(801) 616-8660
hyrumgrenny@uicharitable.org

(385) 286-5900

support@uicharitable.org

3507 N University Ave
Suite 125
Provo, UT 84604

©2020-2024 UI Ventures LLC, DBA UI Charitable Advisors. All Rights Reserved.
Portions © 2018-2024 University Impact. All rights reserved.
University Impact is recognized as a tax-exempt public charity as described in Sections
501(c)(3), 509(a)(1), and 170(b)(1)(A)(vi) of the Internal Revenue Code. EIN # 82-1504018

(385) 286-5900

support@uicharitable.org

3507 N University Ave
Suite 125
Provo, UT 84604

©2020-2024 UI Ventures LLC, DBA UI Charitable Advisors. All Rights Reserved.
Portions © 2018-2024 University Impact. All rights reserved.
University Impact is recognized as a tax-exempt public charity as described in Sections
501(c)(3), 509(a)(1), and 170(b)(1)(A)(vi) of the Internal Revenue Code. EIN # 82-1504018