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Last Day for 2025 Transfers of Publicly Traded Securities and Mutual Funds

December 15
Graphic showing showing "2025 Year-End Giving Deadlines, Initiate on or before 12/15, Publicly Traded Securities & Mutual Funds, Call us for account information," and the CFGV logo

For 2025 charitable gifts, transfers of publicly traded securities and mutual funds must be initiated on or before December 15, 2025.

If you’d like to elevate your strategic philanthropy, CFGV’s Director of Philanthropy, Jessica Wurtz, is available for personal consultations. Please call the office at 970-641-8837 or reach out via our contact form to set up a time to discuss your goals.

Details

  • Date: December 15