Contribution Rules
GlobalTrust Funds serves donors in the United States and around the world, providing expert philanthropic guidance, stewardship and professional administrative services. With $10,000 or more, any individual, family office, trust, corporation or nonprofit organization can open a Donor-Advised Fund account. Your Donor-Advised Fund account can be customized to fit your personal philanthropic and social investment interests.
Contribution Deadline
This reference will assist you in making year-end contributions to your Donor-Advised Fund. Following the guidelines below will help to ensure that GlobalTrust Funds receives and processes your contributions in a timely manner. Donors may complete this process by utilizing the corresponding donor form and returning it to: info@globaltrustfunds.org.
Donations by Credit Card
Existing donors may contribute to their DAF via credit card. To receive credit card charitable contributions, GlobalTrust Funds must take possession of your contribution by the last day of the year, December 31. Assets in-transit are not considered received by GlobalTrust Funds.
Once processed, all credit card donations are irrevocable and cannot be reversed. We suggest donating online via our online Donor-Advised Fund portal by 11:59p.m. ET on December 31.
Donations by Check
To submit a donation by check sent via USPS, issue a check made payable to GlobalTrust Funds. Be sure to include your DAF name and account number in the memo of the check. Mail must be postmarked by December 30 and mailed to P.O. Box 5161 Greenwood Village, CO 80155
For checks sent via FedEx, UPS or other non-USPS carriers, issue a check made payable to “GlobalTrust Funds .” Include your DAF name and account number in the memo of the check. All checks must be received by GlobalTrust Funds by 3 p.m ET on December 29.
Donations via Federal Wire of Money
Instruct your financial institution to wire the funds and refer to the specific wire instructions on the Contribution Agreement.
Donations of Securities
Submit a signed Contribution Agreement to GlobalTrust Funds and initiate the transfer no later than December 22. Securities must be received by December 29. Instruct your financial instructions to transfer the securities to GlobalTrust Funds Depository Trust Company (DTC). GlobalTrust Funds cannot initiate Transfers on your Behalf. Refer to specific DTC instructions on the Contribution Agreement. Where possible, convert stock certificates to electronic shares and transfer via DTC.
For assistance, please call (303) 591-2185. If timing does not permit, follow the process outlined below. Work with the issuer’s transfer agent to determine what documentation is required to transfer the certificates to GlobalTrust Funds at (303) 591- 2185. Obtain and fully complete all required forms, including medallion guarantee.
Mail physical certificate and all of the completed forms required by the transfer agent, including an irrevocable stock/bond power properly endorsed with medallion guarantee to GlobalTrust Funds. We recommend mailing each under separate cover and obtaining insurance on the package containing the physical certificates. Submit a signed Contribution Agreement to GlobalTrust Funds. We recommend donors initiate the process as early as possible to avoid potential delays.
If shipping via USPS, the package must be postmarked by December 30. If shipping via FedEx, UPS or other non-USPS carrier, documentation may be required. For gifts of stock, bonds, ETFs or mutual funds, please note that the external custodian currently holding the assets may require that you submit a Letter of Instruction to initiate the transfer of the assets; if so, please present originals of the completed Letter of Instruction to the external custodian and not to GlobalTrust Funds.
Transferee must be listed as GlobalTrust Funds. Do not include the name of your Donor-Advised Fund in the transferee name. Failure to provide all required forms, failure to complete the forms properly and/or sending the documentation to any recipient other than GlobalTrust Funds (including directly to the transfer agent or to your financial advisor) could delay the gift date.
Address:
GlobalTrust Funds
P.O. Box 5161
Greenwood Village, Colorado 80155
Office: 303-591-2185
Email: terry@globaltrustfunds.org
Donations of Mutual Funds
To donate mutual funds, instruct the mutual fund provider to initiate a transfer to GlobalTrust Funds. We cannot initiate transfers on your behalf. Submit a signed Contribution Agreement to GlobalTrust Funds.
Please consult with your mutual fund provider as mutual fund transfers may take up to 4-6 weeks or longer depending on where they are held.
We suggest initiating a transfer no later than November 29. All mutual funds must be received by December 29.
Donations of Cryptocurrency
If you would like to donate cryptocurrency, please contact GlobalTrust Funds at (303) 591-2185 and ask to speak to a cryptocurrency specialist.
After due diligence, assets must be successfully cleared through the blockchain by 11:59 p.m. ET on December 31 to count as a charitable contribution. All documentation must be received by December 20 and all assets must be received by December 31.
Donations of Complex Assets
To donate real estate or closely-held stock please contact GlobalTrust Funds at (303) 591-2185 and ask to speak to a complex asset specialist. Due diligence on these assets can sometimes take up to 6-8 weeks or longer. Real Estate and other personal property will require an appraisal.
We recommend beginning the process as early as possible once assets have been marked for donation.
