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End of Year Giving

Important: 2023 Advisors Series Online Registration
Register here.

Registration for the 17th annual Advisors Series for Estate and Wealth Management Professionals on Thursday, Nov. 16 (buffet breakfast served at 7:30 a.m. and the program starts at 8 a.m.).

The program will feature Jonathan G. Blattmachr, co-author of nine books and more than 500 articles on estate planning and Teresa L. Bush, Esq., who has practiced law since 1991 and focused her practice exclusively on issues of estate and gift tax planning, probate, charitable planning, and estate and trust administration.

Participants will receive two hours of continuing education credit (CLE, CFP or CPE). Please call 972-661-9792 for any questions.

As we approach year-end, we count our blessings over the holiday season and generosity is in the air. Consider establishing a charitable fund at The Catholic Foundation as a vehicle for giving. As a community foundation we can assist you with your current and future giving to your favorite Catholic and non-Catholic charitable entities.

Important Deadlines and Reminders for 2023

If you want to make a contribution for 2023, please review all the year-end reminders that include the following deadlines:

December 1

IRA Gift

If you are over 70 ½ the IRA Charitable Rollover provision has been made permanent. To make arrangements for a qualified charitable distribution (QCD) which can also help fulfill the annual required minimum distribution, please contact Cheryl Mansour, Darina O’ Dowd Padian, Michael George, Elizabeth Murray, or Anna LeBlanc.

December 4

Marketable Securities

We recommend that you contact your broker to ensure timely transfer. Brokers can be extremely busy with stock transfers in December. Only securities in our account by December 31, 2023 will be considered a 2023 contribution. Your broker may have a deadline for receipt of gift instructions so be sure to check with them. Please check with your broker to ensure transfer to the Foundation is initiated before the deadline. For transfer instructions please email as to the type and shares of stock you will be gifting. 

Physical stock certificates require several steps and must be hand delivered to the Foundation. Please call Carol McDonald in our office at 972-661-9794 for instructions.

Grant recommendations may be submitted through your DonorLink account or via email to for checks to be dated and mailed by December 31, 2023.

December 29

Wire Transfers and Checks

Deadline for receipt of wire transfers. Checks may be hand delivered before 12:00 p.m. CST. If mailed, in accordance with IRS regulations, the envelope must be postmarked by the post office by midnight on Wednesday, December 27th, 2023.

December 31

Credit Card

Credit card contributions need to be made online with our “Give Today” feature or through your DonorLink account by 11:00 p.m. CST/ 12:00 p.m. ET. If you do not use DonorLink or do not have access to our website you may call us at 972-661-9792 on or prior to Wednesday, December 27th. Credit card contributions are only deductible in the year the charge is made.

The Catholic Foundation has the knowledge and experience to help you plan year-end gifts in ways to support the charities you love as well as minimize income tax. To learn more about how The Catholic Foundation can help you, call us at 972-661-9792 or email us.

For Stock Transfers to The Catholic Foundation

To notify us of any upcoming stock transfer or if you have any questions regarding stock transfers, please contact us.

Carol McDonald, CPA

Chief Financial Officer

Merrill Lynch Account
#540-04286 DTC #8862
Contact Name at Merrill Lynch: Hunter Kral

Please notify Carol McDonald of upcoming transfer details