Make a Greater Impact Before Year-End
Maximize your philanthropic impact and take advantage of tax-efficient giving opportunities before December 31, 2026. To ensure grants are distributed and recognized in 2026, all grant recommendations must be submitted by December 15, 2026. Whether you’re making a contribution, establishing a charitable fund, or exploring year-end giving strategies, our team is here to help you create meaningful impact before the close of the year.
2026 Deadlines
- December 1 – Complex Assets, Qualified Charitable Distributions (QCDs), Mutual Funds, & Public Securities
- December 14 – Wire Transfers
- December 15 – Grant recommendations to be reviewed and processed for payment
- December 31 – Checks & Credit Cards
Four Ways to Maximize Your Giving This Year
There are many ways to make your year-end giving more intentional. Depending on your charitable goals and financial circumstances, these strategies may help you increase your impact.
Why it works:
- Potential deduction for fair market value
- Avoid capital gains taxes
- Support charity more efficiently than cash
Why it works:
- Immediate tax deduction
- Flexible grantmaking over time
- Accepts stock, real estate, and business interests
Why it works:
- May help exceed standard deduction thresholds
- Maximizes giving in high-income years
- Creates larger charitable impact
Why it works:
- Available for individuals age 70½+
- Direct transfer from IRA
- May satisfy RMD obligations
- Excluded from taxable income
Learn More About QCDs
70½ or older with an IRA? Learn how a Qualified Charitable Distribution could support the causes you care about.
Qualified Charitable DistributionsWhy Give Through DJCF/SWCF?
Whether you’re supporting the causes you love today or creating a lasting legacy for tomorrow, DJCF and SWCF can help you identify the charitable approach that aligns with your goals. Our team works alongside you and your professional advisors to make giving simpler, more strategic and more impactful.
Donor-Advised Funds
- Immediate charitable tax deduction
- Flexible grantmaking
- Simple administration
- Ability to contribute appreciated assets
Endowment Funds
- Permanent charitable legacy
- Long-term community impact
- Scholarship opportunities
- Ongoing support for organizations you care about
Not sure where to start?
Our team can help you evaluate charitable giving options, facilitate complex asset gifts, and coordinate with your financial and tax advisors.
Jerry Blair Complex Assets & Securities [email protected]
Servando Sanchez Stock Transfers [email protected]
General Giving Questions [email protected] (972) 645-1028
There are two ways to donate stock:
Manual Stock Transfer (two steps): Instruct your broker to transfer stock to the Foundation’s brokerage account. Ask your broker to include your name, stock name, number of shares, and the expected transfer date.
- Firm: Morgan Stanley
- DTC #: 0015
- Account #: 048-024268
- Notify the following Foundation members:
- Jerry Blair – [email protected] or (972) 645-1018
- Servando Sanchez – [email protected] or (972) 645-1043
Donate Stock: DJCF/SWCF’s Donate Stock page enables you to contribute stock from your brokerage directly to your DAF through a secure portal, making the gifting process fast, safe, and easy. https://donatestock.com/dallas-jewish-community-foundation
Mailed donations must be postmarked on December 31 or earlier to be recorded for 2026, regardless of the check’s date.
Make checks payable to “Dallas Jewish Community Foundation” or “Southwest Community Foundation,” and include the fund name in the memo line.