While the UMKC campus is closed during Winter Break, it’s still easy to make a year-end gift by observing the following guidelines.

UMKC offices will be closed Friday, Dec. 24 through Friday, Dec. 31. All gifts must hit UMKC Foundation accounts by Dec. 31 to receive tax credit for the 2021 calendar year. Checks and cash need to be postmarked on or before Dec. 31.

• Credit card and stock gifts must hit the UMKC Foundation accounts by Dec. 31 to receive tax-credit for the 2021 calendar year. Checks and cash need to be postmarked on or before Dec. 31
• The date UMKC receives and processes checks and cash from the mail has NO impact on a donor’s taxable year contributions. The “gift date” for the IRS is the date the donor relinquished control, not the date the gift is processed.

Availability and Contacts

• The Office of Gift Processing will be available Thursday, Dec. 30 from 8 a.m. to noon to accept year-end gifts. The Office of Gift Processing will be closed on December 31 through the remainder of winter break and will re-open with regular business hours on Monday, Jan. 4.
• The UMKC Foundation Office will be closed during winter break. Should you have any inquiries during that time, please call 816-235-5778 and someone will return your call.
• For any stock gifts or wire transfers, please contact UMKC Foundation Accounting at umkcfoundationaccouting@umkc.edu.
• Inquiries about all other year-end gifts can be directed to Sara Hampton at 816-235-5329 or via email to umkcgiftprocessing@umkc.edu. The Office of Gift Processing will also be taking calls at 816-235-1566 during the office hours listed above.

Gift Timing

Checks must be in an envelope postmarked prior to Dec. 31, 2021 to be credited in the 2021 tax year. If the envelope received is postmarked after Dec. 31, it will be counted as a 2022 gift. Donors should send their checks to the address below:

UMKC Office of Gift Processing
112 Administrative Center
5115 Oak Street
Kansas City, MO 64112

Checks dated prior to Dec. 31, along with postmarked envelopes, should be received in the Office of Gift Processing on or before Friday, Jan. 7, 2021. Gifts received after that point will not be automatically included in processing for the annual tax receipt.

For stock gifts or wire transfers, please contact Tracie Rodriquez at tar9pn@umkc.edu for the transfer form and DTC instructions. Stock gifts must be received into the account on or before Dec. 31 in order to be reflected in 2021 tax period, per the IRS.

• In order to liquidate the stock gift, it is required to provide the donor’s name, number of shares, security, expected date of transfer and area for where the gift is intended. This information can be completed on the transfer form or sent via email. Stock gifts will not be liquidated until confirmation of this information is received.
• Mutual funds take an additional 3-5+ business days before posting to our account. Please advise your donors to have their brokers initiate any mutual fund transfers no later than Dec. 21. Regular equity stock takes 24 hours to post to our account.
• Credit card transactions must be received by the Office of Gift Processing by 5 p.m. Dec. 31 to be reflected as a year-end gift. Credit cards may be called into the Office of Gift Processing on Dec. 30 from 10 am to 2 pm at 816-235-1566 or the form may be hand-delivered. On December 31, credit cards can ONLY be called in to 816-235-5329.
• Credit card gifts may be made online through the UMKC Foundation website until midnight on Dec. 31 to be reflected as a 2021 gift. Any online credit card gifts received after midnight Dec. 31 will be dated in January.
• Gifts received after hours may be deposited in the night deposit box located beside the Cashiers Office at the Administration Center lobby and will be processed the following business day. Credit card gifts received through the lockbox will be dated the following business day. Credit card forms dropped off on December 30 after 2 PM will not be processed until January 3, 2022.