year-end giving

December is a time of reflection, anticipation and gathering. It’s also a time to think about year-end charitable tax strategies and important deadlines.

We hope the following dates are helpful as you plan to give for good before year-end. For easy reference, below are our EIN numbers:

• Sioux Falls:  36-3297853
• Fargo:  45-0398104
• Bismarck:  45-0397196
• Bemidji:  41-1389317
• Marshfield:  81-2822823
• Good Samaritan: 46-0422866

Gifts of Cash or Credit Card Donations

• • Checks must be received or postmarked by Wednesday, Dec. 31
  • Online credit card donations must be processed by Wednesday, Dec. 31
  • Credit card donations made by phone or mail must be processed by 5 p.m. CT on Wednesday, Dec. 31

Gifts Through Your IRA

• • Your charitable gift date is considered to be the date the dollars leave the account (date on the check) and must be dated by Wednesday, Dec. 31
  • Learn more about the tax benefits of giving through an IRA

Gifts of Stock or Mutual Funds*

• • Stock gifts must be initiated by Wednesday, Dec. 24, and must be received in our bank account by Wednesday, Dec. 31, to receive a tax deduction for 2025
  • Mutual fund gifts must be initiated by Friday, Dec. 19
  • *Please note: Because of their complexity, these types of gifts should be initiated early. Please let FoundationGifts@SanfordHealth.org or your gift officer know of your plans to donate stock or mutual funds. If stock or mutual fund gift are not initiated properly, delays may be experienced.
  • Learn more about the benefits of donating appreciated securities

Gifts through a Donor Advised Fund

• • Check with your donor advised fund provider for information about how to direct a grant to the Sanford Health Foundation before year-end
  • Learn more about the benefits of giving through a donor advised fund

Giving in North Dakota

• • North Dakota residents may be eligible for a generous state income tax credit when making a planned gift or supporting an endowment through the Sanford Health Foundation
  • Contact us to learn more about the North Dakota Charitable Income Tax Credit

Check these off your to-do list as you plan ahead for 2026:

• Will Planning: A gift to the Sanford Health Foundation through your will creates a meaningful legacy that keeps on giving. For more information about how to include the Sanford Health Foundation in your will, contact us — we’re here to help!
• Update Your Beneficiaries: Assess your retirement plan beneficiaries to ensure you’ve considered your loved ones and favorite causes.
• Review Policies: If you have a life insurance policy that is no longer a significant piece of your estate plan, consider making the Sanford Health Foundation the beneficiary.