2025 Year-End Dates

As a fund advisor at The Generosity Trust, we value our partnership with you. We are here to support and simplify your generous giving and as the year end approaches here are a few dates to keep in mind.

December 15 – Grants to Charities
Recommended deadline to submit your outgoing grant requests, either by using the fund advisor portal, emailing, or calling the office. This ensures your grants are received by the organizations you support by year end.
All grant requests submitted on December 31st will be processed on January 5, 2026.
Note: Grants do not have to be issued by year end for tax purposes.

December 15 – Stock Gifts
Recommended deadline to initiate stock gifts into your fund. These take several days to process and must be received into your fund by December 31st for 2025 tax credit. Once you have initiated a stock gift, please contact Cathy Patterson, our Gifts Manager, to provide her with the details of your stock gift – cathy@thegenerositytrust.org

December 31 – Cash Gifts
Donations (gifts) into your fund must be received or post marked no later than midnight on December 31, 2025, to receive tax credit for this year.

*Note Regarding Mail: USPS tends to be slower during the holidays. If your gift is sent via USPS, the contribution receipt will show the date the gift was postmarked. If you send your gift by FedEx or UPS, the date on your receipt is the day TGT receives the gift.

Office Holiday Closed Dates
Thanksgiving – November 27th and 28th
Christmas – December 24th, 25th, and 26th
New Years – January 1st and 2nd , 2026

All activity in your fund is accessible by using our fund advisor portal. Here’s is a quick tutorial concerning the use of the portal:

You may request grants using the portal or by calling or emailing us – whichever works best for you.  The portal may be used to donate to your fund by credit card; however, standard online processing fees apply. For questions, contact Marsha Sturm at marsha@thegenerositytrust.org.

We are happy to answer questions you may have anytime.

All the best,

TGT Team