Year-End Giving Guidelines 

Maximum tax benefits depend on timing. And this year, December 31 falls on a Sunday. Here’s a little guidance on how to complete your 2023 gift to Serge on time. 

Begin early to evaluate the charitable gifts you have made this year and those you are considering. To help you with this, Serge mailed a nine-month summary of your gifts in October. We recommend you review this and consult with your financial advisors to complete any necessary steps to count your gifts for the 2023 tax year.

Here’s how to get your gift to us by the IRS year-end tax deadline, depending on the method you choose to give:

Gifts by Check

Please ensure you date your check no later than December 31, 2023, and mail it via first-class mail with a postmark on or before December 31, 2023. 

You can mail your check to:

Serge Donations Processing Center
PO Box 96900
Washington, DC 20090-6900

If you hand-deliver your check or ship via FedEx or UPS, it must be received in our office by Friday, December 29, 2023.

Questions about giving by check? Email donations@serge.org or call 215-885-1811 ext 3.

Gifts Online

Credit card or EFT gifts made online must be received at give.serge.org by 8:59 pm (Eastern Time) on December 31, 2023. 

Since this is a Sunday, we do not recommend waiting until December 31 to give online. Should you need technical assistance, we cannot guarantee that phone support will be available in the evening hours on Sunday. 

Questions about giving by credit card? Email donations@serge.org or call 215-885-1811 ext 3

Gifts by Telephone

Due to December 31 falling on a Sunday, the deadline to make a gift via telephone will be Friday, December 29, by 5:00 pm (Eastern Time). 

Call (215)-885-1811 ext 3

Charitable IRA Rollover Gifts

The popular charitable IRA rollover, also called a qualified charitable distribution (QCD), is available for donors who are 70 1/2 or older. QCD gifts from Individual Retirement Accounts are tax-exempt and may be counted toward the donor’s annual required minimum distribution (RMD).

QCD gifts must be transferred directly from the IRA provider to Serge and meet certain other requirements. Please fill out this form. 

Tax situations vary. We encourage you to consult your tax or financial advisor regarding retirement account gifts. Questions about making an IRA gift? Contact partner@serge.org.

Gifts of Securities (Stocks, Bonds, Mutual Funds)

Because December 31, 2023, is a Sunday and not a business day, we recommend talking to your broker or making plans early to make a gift of securities. The effective date for a gift of securities for tax purposes depends upon how the gift is delivered. See below for additional information about deadlines for making gifts in 2023.

For all gifts of securities: Please notify donations@serge.org of your intention to make a gift of stock by filling out this form. 

Electronic Securities Transfer

Complete and return a Stock Gift Processing Form

Deadline: Electronic securities transfers from a brokerage account must be received by Serge by close of day Friday, Dec. 29, 2023, to be complete for tax purposes. Important: These gifts are not considered complete upon giving instructions to a broker.

Initiate year-end transfers early. It is wise to allow several weeks for processing. While some transfers may be received within days of initiating a gift of securities, longer delays are possible, especially at year-end.

Gifts of Real Estate

The date that gifts of real estate are considered complete will depend on where the property is located.

Begin as early as possible if you wish to complete a real estate gift within a certain time frame for tax purposes. It often takes 30 days or more to determine whether a gift of real estate can be accepted by Serge. 

Questions about gifts of real estate? Email partner@serge.org.