Year-End Giving Guidelines

2014 YEAR-END GIVING GUIDELINES
 
Here are guidelines for completing your 2014 calendar year gift to the Diocese of Fort Worth or St. Maria Goretti Parish:
 
The Catholic Center (Diocesan Pastoral and Administrative Offices) and the Parish Office will be closed for business from Wednesday, December 24, 2014 through Thursday, January 1, 2015. For the Diocese, contact regarding year-end giving by email and telephone is available at YearEndGiving@advancementfoundation.org and 817-560-3300 Ext. 174. There is also a mail slot accessible at the front entrance to the Catholic Center for hand-delivered gifts.  For the Parish, you may make a year end gift using Faith Direct, accessible on the home page of this website.  There is also a mail slot at the front entrance of the Parish Office for hand-delivered gifts.
 
GIFT BY CHECK
 
US Postal Service

• Date your check on or before Wednesday, December 31, 2014.
• Mail via US Postal Service with a postmark on or before Wednesday, December 31, 2014.
• Gift checks mailed via US Postal Service with a postmark and check date on or before Wednesday, December 31, 2014 will be counted for 2014 regardless of when received at the Diocese.
• For pledge payment checks, please enclose your check and reminder in the reply envelope provided with your reminder.
• All other gift checks should be mailed to:
  Advancement Foundation/Gift Management
  Diocese of Fort Worth
  800 West Loop 820 South
  Fort Worth TX  76108
   
  Other Delivery
• Date your check on or before Wednesday, December 31, 2014.
• Deliver by hand or ship via FedEx, UPS or other shipper so that it is received at the Diocese by noon on Tuesday, December 23, 2014.
• Gift checks hand-delivered or shipped, rather than mailed, are effective as of the date received at the Diocese.

 
Questions about your gift by check? Email YearEndGiving@advancementfoundation.org or
call 817-560-3300 Ext.174.
 
 
GIFT BY CREDIT CARD
 
Your credit card gift is effective for tax purposes on the date the card is charged.

• All scheduled December charges for pledge commitments will be processed by Gift Management before Wednesday, December 31, 2014. You may go online to make your gift at www.advancementfoundation.org.
• For the Parish, you may use Faith Direct to make a gift.  Access is available on the home page of this website.
   
• US Postal Service - Diocese Only

• Your credit card gift must be received at the Diocese by noon on Tuesday, December 23, 2014 to be charged in 2014. 
• Please send to Attention: Advancement Foundation/Gift Management.
• See address details above.

 
FedEx/UPS Shipping - Diocese Only

• Your credit card gift must be received at the Diocese by noon on Tuesday, December 23, 2014 to be charged in 2014. 
• Please send to Attention:  Advancement Foundation/Gift Management.
• See address details above.

 
Telephone - Diocese Only

• Request your credit card gift by telephone no later than noon on Tuesday, December 23, 2014.
• Call 817-560-2452 ext. 172.
• Phone messages will be returned December 26, 29 and 30^th to obtain your credit card information.  Please make sure you leave a telephone number where you can be reached on these days.

 
Online

• Your credit card gift must be made online by 12:00 AM (midnight) on Wednesday, December 31, 2014 to be charged in 2014.

 
 
GIFT BY ELECTRONIC FUNDS TRANSFER (EFT)/DIRECT DEBIT - DIOCESE  ONLY
 
An electronic funds transfer from your account is effective on the date of transfer.

• All scheduled December EFT transfers for pledge commitments will be processed by Gift Management before Wednesday, December 31, 2014.
   
  Telephone

• Request your EFT/direct debit gift by telephone no later than noon on Tuesday,

December 23, 2014.

• Call 817-560-2452 ext. 172.
• Phone messages will be returned December 26, 29 and 30^th to obtain your EFT information.  Please make sure you leave a telephone number where you can be reached on these days.

 
Online

• Access online giving at www.advancementfoundation.org.
• Your EFT/direct debit gift must be made online by 12:00 p.m. Noon on Tuesday,

December 30, 2014  to be transferred in 2014.
 
Questions about your EFT/direct debit gift? Email YearEndGiving@advancementfoundation.org or
call 817-560-3300 Ext. 174.
 
 
 
 
 
 
 
 
GIFT OF STOCK - DIOCESE ONLY
 
For tax purposes, the effective date of your gift depends upon your method of delivery.
 
Electronic Delivery

• Your electronic transfer of stock from a financial services firm is effective when the transferred stock is received into our account. These gifts are not considered received upon giving instructions to a broker.
• Your electronic transfer must be completed by 5:00 p.m. Wednesday, December 31, 2014.
• Stock transfer instructions are available by email at YearEndGiving@advancementfoundation.org or telephone 817-560-3300 Ext. 174.

 
Hand-Delivery

• A stock certificate may be endorsed and manually delivered.
• The date of the manual delivery would then be the transfer date.
• Hand-delivered stock certificates must be hand-delivered to the Diocese by

noon on Monday, December 22, 2014.
 
US Postal Service

• Your mailed gift of stock must be postmarked on or before Wednesday, December 31, 2014.
• It may be safer to obtain a stock power form and to mail the unendorsed stock certificate(s) in one envelope and the witnessed stock power form in a second envelope.
• All stock certificates should be mailed, shipped or delivered to:
  Advancement Foundation
  Diocese of Fort Worth
  800 West Loop 820 South
  Fort Worth TX  76108
   
  FedEx/UPS Shipping
• Your shipped stock certificate(s) is effective if received by the Diocese on or before noon, Tuesday, December 30, 2014.
• See address details above.
   

Questions about your stock gift? Email YearEndGiving@advancementfoundation.org or call
817-560-3300 Ext. 174.