Fund Holder Year-End Giving Instructions

GRANT REQUESTS

Grant request can be made through the donor portal up to December 10. As ACT takes final steps to upgrade the donor portal, after this date, the grant request feature will be disabled. Fund holders can submit grant requests directly to Leeann Napoleon’s attention at leeann.napoleon@actforalexandria.org or by calling 703-739-7778 during the transition period from December 11 to January 1.

For nonprofits to receive funds before December 31, 2021, we must receive and process your grant requests by 5 pm on Friday, December 10. Grants received and approved after December 10, but prior to December 31, will still be posted as 2021 grants; we cannot guarantee that grantees will receive the grant checks by the end of the year.

Donor Portal

ADDING TO FUNDS

Fund Contribution & Replenishment:

As in previous years, 2021 contributions/replenishments to your fund must be dated and postmarked on or before December 31, 2021.

CHECK

Make checks payable to ACT for Alexandria and indicate the name of your fund in the memo line. Mail or deliver to ACT for Alexandria, 201 N. Union Street, Suite 110, Alexandria, VA 22314.

CREDIT CARD

Online credit card contributions (MasterCard, Visa, American Express, or Discover) can be made 24 hours a day, seven days a week on our website at www.actforalexandria.org/donate.

TRANSFERS

Please alert ACT for Alexandria of any transfer contribution or replenishment with written communication, by emailing Heather.peeler@actforalexandria.org, or by calling 703-739-7778. Instructions for each type of gift are detailed below.

If you would like to make a gift of mutual funds or restricted or closely held securities, please call us for instructions.

Wire transfer of cash

Wire transfers through Bank of America must be received in the account by December 31, 2021. Please include the fund name and the amount of the gift in your communication to ACT for Alexandria.

Wire To:

Bank of America

One Kansas City Place

1200 Main Kansas City, MO 64105

Fed Wire ABA #026009593

ACH ABA #081000032

For credit to: Greater Horizons

Account No.: 00-3490-478773

Contribution to: Your fund’s name

Transfer of government securities, stock, corporate bonds, and other marketable securities

Stock shares and other complex assets must be transferred into the account by December 31, 2021 in order to be recorded as a contribution in 2021.

Note: Donors will need to allow additional time to contribute stock and other complex gifts (including mutual funds) as processing time can take between two to six weeks to process. Tax year for the donation is based on when the stock or other complex assets are received in the account and not the date your broker requests the transfer.

Please include the fund name, a description of the shares, and the name of the brokerage firm in your communication to ACT for Alexandria.

Government securities, including treasury bills, notes, bonds, and FNMAs:
Please contact Greater Horizons directly at 866.627.3440 or support@greaterhorizons.org. Greater Horizons must authorize acceptance of these securities.

WIRE STOCK, CORPORATE BONDS AND OTHER MARKETABLE SECURITIES TO:

National Financial

DTC #0226

For credit to: Greater Horizons

Account No.: 645-771593

Contribution to: Your fund’s name

GIVING COMPLEX ASSETS

You may be able to attain a new level of giving you may not have considered possible through assets you already own. You can use our expertise to quickly and easily donate hard-to-value assets to donor-advised funds. ACT accepts donations of complex assets, including:

Charitable Gifts of Real Estate

  • Personal Residence
  • Commercial Property
  • Farmland or Undeveloped Property
  • Other Real Property

Charitable Gifts of Privately Held Business Interests

  • C-Corp or S-Corp Stock
  • Limited Liability Company (LLC) Interests
  • Limited Partnership Interests

Other Alternative Asset Gifts

This list is not intended to be all-inclusive of acceptable alternative assets. Gift acceptance is dependent upon asset review and approval.

Benefits

ACT for Alexandria is a public charity, so you will receive the maximum tax deduction allowed by law for your donation. You can also avoid capital gains tax, and you may be eligible to receive a lifetime income stream. We look at each donation individually and create charitable giving plans that maximize gifts to the community and provide bottom-line benefits to you.

We do not provide tax, legal, or accounting advice. This is for informational purposes only.

Please don’t hesitate to call (703) 739-7778 or use our:

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