Year-End Deadlines

Refill Your Fund
If you are rebalancing your portfolio or have appreciated assets, now would be a great time to add to your fund at the Community Foundation.  Based on your situation, you can give in the following ways:

  1. Donations of Stock: Please work with your financial advisor to ensure that donated stock is in the Foundation’s account by the last business day of the year, December 31. Due to the high volume of transactions that occur at year-end, your financial advisor may need extra time to execute your request. Please note our DTC instructions have changed. Let us help you coordinate your donation – please contact Deb Koske at 413-732-2858 as soon as possible. Stock transfer instructions can be also be found here.
  2. Check by Mail: Gifts must be mailed (postmarked) by December 31.
  3. Credit Card Donations: The Community Foundation’s website allows you to make a secured credit card gift online.  All credit card donations must be entered by midnight on December 31.

Grant Recommendation Deadlines
Contact us so we may answer any questions you might have.