Important 2021 Giving Guidelines and Deadlines

Important 2021 Giving Guidelines and Deadlines

As our staff continues to work diligently to help you with your charitable goals and interests, please take note of the year-end deadlines and information below as you plan your year-end giving.

Please note: EBCF will be closed for business 11/24/21 through 11/26/21, and 12/23/21 through 12/31/21. We will re-open on Monday, 1/3/22.

Gifts received or postmarked by 12/31/21 will be credited to calendar year 2021. If your contribution is made later in December, you may not receive your acknowledgment letter until January 2022.

Donate gifts to your fund

Charitable stock donation: must be received by 12/31/21. Delivery period can vary; please consult with your advisor to plan sufficient time ahead accordingly. Please include the following instructions to your advisor for securities transfer to East Bay Community Foundation by DTC at this address:

Union Bank Investment Services

Account  Name: East Bay Community Foundation
Depository Trust Company (DTC)#: 0226
Account #: 0BP798337
National Financial Services

The East Bay Community Foundation often receives gifts of securities without any donor-identifying information. If you plan to transfer securities, please complete the online form and submit to the Foundation to ensure proper credit of your gift. Complete stock and donor information may also be e-mailed to finance@eastbaycf.org or called in to (510) 208-0811.

Complex charitable asset donation: please contact Valerie Red-Horse Mohl, CFO by 12/14/21.

Charitable donation check: postmarked on or before 12/31/21 to:

Director of Donor Services
East Bay Community Foundation
De Domenico Building
200 Frank H. Ogawa Plaza Oakland, CA 94612

Wire transfer (to be delivered on or before 12/31/21): To make a gift of cash by wire, ACH or electronic funds transfer please contact Donor Services at (510) 208-0808 or DSAS@eastbaycf.org.

Make a grant from your fund

Want to make a grant to a nonprofit by the end of the year?

Please submit your request by 10:00 am PT on Thursday, 12/9/21.

Grant recommendations received after this deadline will be processed in January 2022.

To expedite grant processing, please submit your request(s) through our online portal Donor Central.

Need assistance with your grantmaking? Please contact your relationship manager directly or feel free to contact Anoop Kaur, Director of Donor Services, akaur@eastbaycf.org or 510-208-0846.

Due to extremely high volume, grant processing timelines in December and January may be significantly longer than usual. Please note, grants that exceed 80% of available fund balance may be delayed.

Plan now, give later

Your donor-advised fund at East Bay Community Foundation is a terrific tool to use in your legacy planning. It gives you a flexible and efficient way to make a lasting impact. We can help you find a charitable plan that works for you today and benefits your favorite causes after your lifetime. Please call (510) 836-3223 for more information or email development@eastbaycf.org.

Use your required IRA distribution for giving, skip the taxes

Charitable IRA Rollovers allow donors to avoid paying income taxes on their required minimum distribution, while supporting their favorite causes in the community. These tax-free rollovers can benefit any public charity, although they can’t be donated to a donor-advised fund. You may contribute qualified charitable distributions to any of our non-donor-advised funds, or we can help you set up a new fund that benefits an interest area of your choice, a specific nonprofit, or greatest needs grantmaking. Please call (510) 836-3223 for more information or email development@eastbaycf.org.

Office hours and holidays schedule

Our physical offices continue to be closed until further notice. Our team is working remotely and available to support your needs from 9 am to 5 pm PST, Monday through Friday.

Our teams will be on holiday from November 24 to November 26, and from December 23, 2021 through January 3, 2022.

We welcome the opportunity to support our partners in continuing to make a positive impact in our local community in 2022.  Until then, we wish you a joy-filled season and much good health, happiness, and peace.

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