Year-End Giving & Granting

Deadline: Wednesday, December 31, at 3 p.m.

We’re happy to receive your gift at our office. Please let us know when to expect you and we’ll be available to receive your contribution. Note that our office is closed every Friday, and we will close at 3 p.m. on New Year’s Eve.

Deadline: Must be postmarked in 2025.

Send a check payable to the Sacramento Region Community Foundation, indicating the name of the charitable fund you wish to support in the memo line.

Mail the check to:
Sacramento Region Community Foundation
955 University Avenue, Suite A
Sacramento, CA 95825

Deadline: Wednesday, December 31, at 11:59 p.m.

Use our secure online donation form to search for the charitable fund you’d like to support and make a credit card gift. After making your gift, you will receive a tax receipt for the full amount of your gift immediately via email.

Deadline: Funds must be received by Wednesday, December 31, at 11:59 p.m.

To make a gift of cash to a charitable fund at the Sacramento Region Community Foundation via domestic wire transfer, please contact our Philanthropy Team.

Deadline: Friday, December 12.

Gifts of appreciated securities often allow you to make a substantial contribution while receiving valuable income tax advantages. Generally, a donor may qualify for a charitable deduction based on the value of the gift, and the capital gain from the donated asset passes tax-free to the Sacramento Region Community Foundation.

To transfer appreciated stock to a charitable fund, complete a Stock Transfer Form with your broker. Then, please contact our Philanthropy Team to facilitate the deposit into the charitable fund you wish to support.

Deadline: Friday, December 12.

If you are 70 1/2 or older, you can make a direct transfer from your IRA, known as a qualified charitable distribution (QCD), to the Sacramento Region Community Foundation of up to $108,000 per year and avoid paying taxes on the distribution. If you are subject to required minimum distributions from your IRA, you can use your gift to satisfy all or part of that requirement. You can make a QCD gift to create or add to a Field of Interest Fund, Designated Fund, Scholarship Fund, Unrestricted Fund, Nonprofit Fund, and our Impact Fund. While Donor Advised Funds, Business Funds, and Giving Circle Funds cannot receive gifts of QCDs, they can accept gifts of Required Minimum Donations.

To qualify for a tax-free QCD, your IRA administrator must initiate the gift and send it directly to the Sacramento Region Community Foundation. For more information on how to take advantage of this tax-smart option, contact your IRA plan administrator or our Philanthropy Team.

You can make a bequest to the Sacramento Region Community Foundation through your will or living trust. Donors who leave a charitable bequest may qualify for an estate tax deduction based on the value of the gift. You can state your bequest as a set amount of cash, securities, or other assets; or as the “residue” or a “percentage of the residue” of your estate.

For many, the bequest language can be as simple as:

“I, [Name], of [City, State, Zip Code], give [Particular Asset; Fixed Dollar Amount; Percentage of the Estate; or Description of Property] to [Your Fund Name] at the Sacramento Region Community Foundation.”

To learn more, please contact our Philanthropy Team.

In exchange for a gift of cash or appreciated securities, you can:

• Receive a generous income (partially tax-free) for your life; and
• Receive an immediate charitable income tax deduction; and
• Provide a legacy gift to support your favorite charity at your passing.

For more information, please download our Charitable Gift Annuity Fact Sheet. For a personalized illustration, please contact our Philanthropy Team.

You may transfer assets to a charitable remainder trust that provides an annual specified distribution percentage to one or more beneficiaries for life, or a term of years.  The remainder interest creates or adds to your charitable fund at the Sacramento Region Community Foundation. To learn more, please contact our Philanthropy Team.

You may transfer assets to a charitable lead trust. Your charitable fund at the Sacramento Region Community Foundation receives an income stream for a lifetime or term of years, after which the remaining assets are distributed to you or other beneficiaries. To learn more, please contact our Philanthropy Team.

In larger estates, retirement fund assets distributed to family members may be subject to double taxation, first through the donor’s estate tax, and then through the beneficiaries’ income tax. IRA accounts listing the Sacramento Region Community Foundation as the beneficiary pass to your charitable fund free of estate and income taxes. Not only can the Foundation be named as the beneficiary of your life insurance policy, but you can also transfer the policy irrevocably to the Foundation.  You may be eligible for an income tax deduction for the policy’s cost basis or cash surrender value (whichever is less), and any subsequent premium payments may qualify for a charitable deduction. To learn more, please contact our Philanthropy Team.