2025 Deadlines
2025 Deadlines
2025 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 2025.
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 2025.
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 2025.
Contribution Type
Contribution Type
Deadline
Deadline
What To Do
What To Do
Checks
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 dba UI Charitable, and include the name of the Donor-Advised Fund in the memo section
Make checks payable to University Impact dba UI Charitable, and include the name of the Donor-Advised Fund in the memo section
Wires
Wires
Initiate wire transfers by December 29th
Transfers must be settled in University Impact's account by December 31st
Initiate wire transfers by December 29th
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 Donor-Advised Fund brokerage account, contact UI Charitable for wire instructions
Submit a transfer request to the financial institution currently holding the assets
If you do not have a UI Donor-Advised Fund brokerage account, contact UI Charitable for wire instructions
Stocks, Bonds,
and ETFs*
Stocks, Bonds,
and ETFs*
Initiate wire transfers by December 22nd
Transfers must be settled in University Impact's account by December 31st
Initiate wire transfers by December 22nd
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 Donor-Advised Fund brokerage account, contact UI Charitable for house account information
Submit a transfer request to the financial institution holding the assets
If you do not have a UI Donor-Advised Fund brokerage account, contact UI Charitable for house account information
Private Business Interest,
Real Estate, and
Other Complex Assets
Private Business Interest,
Real Estate, and
Other Complex Assets
Initiate due diligence by
December 15th
Initiate due diligence by
December 15th
Please reach out to support@uicharitable.org for assistance
Please reach out to support@uicharitable.org for assistance
Cryptocurrency
Cryptocurrency
Transfers must be initiated by December 31st
Transfers must be initiated by December 31st
Initiate transfers to your UI Charitable Donor-Advised Fund wallet address.
If you do not have a wallet address, please reach out to support@uicharitable.org
Initiate transfers to your UI Charitable Donor-Advised Fund wallet address.
If you do not have a wallet address, please reach out to support@uicharitable.org
* 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.
* 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.