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Diocese News November 30, 2018


2018 Year-End Giving Deadlines

2018 Year-End Giving Deadlines 

Refer to these guidelines to ensure that contributions are received and processed by December 31, 2018, the IRS deadline for yearly tax deduction eligibility.

  

Please note that the Diocese of Dallas Pastoral Center will close for the Christmas and New Year Holidays at 5:00 p.m. on Friday, December 21, 2018 and reopen at 9:00 a.m. on Tuesday, January 2, 2019.

Qualified Charitable Distributions from an IRA – If you are over age 70½, you can donate up to $100,000 tax-free from your traditional IRA and have it count towards your minimum required distribution for 2018. The deadline for receipt of a 2018 distribution is December 31st. Because of the high volume of year-end gifts, contact your IRA administrator as soon as possible to allow enough time for them to issue your gift before the end of December. Distributions by check must be dated and have a postmark no later than December 31st and wire transfers must be received by December 31st. Please request that your administrator reference your name and address with the check or wire transfer. If you have any questions concerning a gift from your IRA, please contact John Hughes at or (214) 379-3177.

Checks – Date your check on or before December 31, 2018 and mail via the U.S. Postal Service with a postmark on or before December 31, 2018. Checks dated and postmarked by December 31st and received in 2019 will be counted as 2018 contributions.

Checks may be hand delivered to the reception desk at the Pastoral Center by 5:00 p.m. on Friday, December 21st.

If you are sending a check via a service such as FedEx or UPS, it must be received by the Diocese prior to 5:00 p.m. on Friday, December 21st.  Postmarks apply only to items sent through the U.S. Postal Service.

The address for mailing, shipping or hand delivery:

Catholic Diocese of Dallas
Attn: Development Office
3725 Blackburn St.
Dallas, TX 75219 
                               

Stock Held in a Brokerage Account – Gifts of publicly traded stocks that will be transferred electronically via DTC must be received into a Diocese of Dallas brokerage account by December 31, 2018. Please check with your broker for the deadline to ensure receipt by the Diocese of Dallas by year-end. Gifts of stock can be made to the below diocesan entities. For more information, please contact Barry Hanner in the Business Office at or (214) 379-2803 by 5:00 p.m. on Friday, December 21st.

Procedures for Gifts of Stock

· Catholic Diocese of Dallas

· Bishop's Annual Appeal

· Our Faith… Our Future Capital Campaign

· Catholic Schools Office

Stock Held in Certificate Form – Please call Barry Hanner in the Business Office at (214) 379-2803 by Friday, December 7th for instructions.

Mutual Fund Units – Since mutual fund units cannot be electronically transferred via DTC, please contact Barry Hanner in the Business Office at or (214) 379-2803 by Friday, December 7th to determine if units from your mutual fund company can be accepted into one of our brokerage accounts.

Online Gifts – Credit card charges must be processed by 11:59 p.m. in your time zone on December 31st.  Credit card contributions are deductible in the year the charge is made. Online gifts may be made at:

 

· Bishop’s Annual Appeal for Catholic Ministries

· Bishop's Invitational (Scholarships for Catholic Schools)

· Our Faith Our Future Capital Campaign

· Catholic Schools Office 

 

Credit Card Gifts – If by telephone (214) 379-3174, calls must be received by 3:00 p.m. Friday, December 21st.

Wire Transfers – Must be received into a Diocesan account by December 31st. Since December 31st is a Monday, it is recommended that wire transfer be initiated by Friday, December 28th. Please call Barry Hanner in the Business Office at (214) 379-2801 by 5:00 p.m. on Friday, December 21st for wire transfer instructions.

For further assistance with year–end gifts, please call Jim Urbanus, Director of Development, at (214) 379-2823 or John Hughes, Associate Director of Development, at (214) 379-3177 by 5:00 p.m. on Friday, December 21st