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Recommended Date to Complete Stock Transfers

December 19 @ 8:00 am - 5:00 pm

Recommended Date to Complete Stock Transfers

Donating appreciated stock is one of the most tax-smart ways to give. To ensure your gift qualifies for a 2025 tax deduction, please initiate stock transfers by December 19, 2025. This timeline allows for processing before the December 31 transfer deadline.

Please notify Kathy@cfaac.org in advance with the company name and approximate number of shares. If CFAAC receives the shares before the close of business on December 31, they may be claimed as a 2025 tax deduction even if they are sold in 2026. Please note that the stock market is closed on December 25. 

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