You read that correctly. If it is still December 2023 and you are reading this, put it aside immediately. If not, Happy New Year! Glad you remembered to come back to read this in 2024.

If you did keep reading, why on earth would we tell you to stop reading the latest in planned giving updates and information?

Except for a couple of timely updates, for everything there is a season. As we head into the end of 2023, your job is to raise as many gifts as possible.

At the end of the year, donors may be frazzled by holiday planning and leave their charitable giving to the last minute. To help ensure that their end of year gifts count for the current tax year, here’s a primer on how to determine gift date. We’ve also included a digital checklist as an additional resource from our experts at Foundation Source with the most important milestones for private foundations throughout the calendar year—including key dates for year-end giving.