Plan Your Year-End Charitable Gifts and Grantmaking
The Miami Foundation is dedicated to ensuring your client’s year-end gifts are easy, meaningful, and completed on time. As required by the IRS, for your client to claim a charitable deduction for the 2025 tax year, the ownership of the gifted asset must transfer to the Miami Foundation on or before Dec. 31, 2025. We share these important deadlines to help ensure your client’s gifts to The Miami Foundation and grant recommendations are properly credited to the 2025 calendar year. To access important forms listed below, please visit miamifoundation.org/for-donors.
To Make A Grant From Your Fund – December 16
If you have a Donor Advised Fund at the Foundation and would like to submit grant recommendations for processing by year-end, the deadline is Friday, December 16. Submit your grant recommendation through the Donor Portal or email your completed Donor Advised Grant Recommendation Form to your Fund Representative at the Foundation. All grants submitted after the December 16 deadline will be processed by January 10, 2026.
To Make a Gift to a Foundation Initiative or to Your Fund for a 2025 Tax Deduction
Complex assets (e.g. cryptocurrency, real estate, etc.) – Contact us as soon as possible
Real estate, closely held business interests or stock, and planned giving vehicles should be discussed with your Fund Representative as soon as possible to ensure an efficient gift process. Per the Foundation’s gift acceptance policy, our Board of Trustees is required to review and approve these gifts. Therefore, additional time may be required to conduct proper due diligence. To initiate this process, please contact 305-371-2711 or philanthropy@miamifoundation.org as soon as possible, as complex gifts generally have multiple steps to be completed.
Via ACH/Wire – December 30
Initiate your transfer by Monday, December 30, to allow the transaction to settle by Tuesday, December 31. Funds must be received by The Miami Foundation before the end of the year. Please notify your Fund Representative by completing and returning the ACH/Wire Transfer Form.
Credit card gifts – December 31
Submit your credit card gift through the Donor Portal by selecting Donate to a Fund in the Fundholder menu. To give to another Fund at the Foundation, visit miamifoundation.org/give-now. Credit card gifts can be made up until Tuesday, December 31 at 11:59 pm. We are available until the end of the year to assist you; please do not hesitate to contact your Fund Representative at 305-371-2711.
Securities (e.g. publicly traded stock, mutual funds, etc.) – December 27
Will be acknowledged the day the securities are credited to the client’s The Miami Foundation account. Please note, brokerage firms might be delayed in processing clients’ requests because of the volume of transfer instructions that come in at year-end. As such, we suggest you initiate your transfer by Friday, December 27, to allow the transaction to settle by Tuesday, December 31. Please notify your Fund Representative by completing and returning the Securities Transfer Form.
Please note: Mutual funds may take up to four weeks to settle, so please expedite these transfers as soon as possible.
Checks or cash equivalent sent by mail – December 31
Please make checks payable to “The Miami Foundation” and remember to include your Fund name in the memo line. Checks sent via U.S. Postal Service must have a postmark date on or before Tuesday, December 31, and be mailed directly to our office at the address listed below.
If you would like to send your check via private carrier (such as DHL, UPS, or FedEx), it must be received by December 31 to be considered for a 2025 tax gift.
The Miami Foundation
40 Northwest 3rd Street, Suite 305
Miami, FL 33128