Important year-end giving deadlines
As you make your year-end charitable donations, the Banner Health & Alzheimer’s Foundations want to make you are aware of these deadlines to ensure your gifts qualify for a charitable income tax deduction in the 2025 tax year:
- Non-Cash Assets: Please notify us of your giving plans as soon as possible and no later than Wednesday, Dec. 10 so that we can work with you and your advising team to initiate and complete the transfers before year-end.
- Mutual Funds and Stock: Gifts of mutual funds should be made by Thursday, Dec. 11 and gifts of appreciated stock should be made by Thursday, Dec. 18. We ask that you notify us prior to initiating the transfer.
- IRA Charitable Rollover: If you’re age 70 ½ or older, you can transfer up to $105,000 tax-free from your IRA to the Banner Health Foundation or Banner Alzheimer’s Foundation. If you are at least age 73 and have not yet taken your required minimum distribution for the year, your IRA charitable rollover gift can also satisfy all or part of that requirement. Please initiate the transfer by Wednesday, Dec. 10.
- Wire Transfer: We ask you to initiate wire transfers of cash by Friday, Dec. 19.
- Credit Card: Credit card gifts by phone can be made through 5 p.m. on Friday, Dec. 27 and online through Wednesday, Dec. 31, at 11:59 p.m.
Looking for a meaningful holiday gift for that special someone? Donate in honor of a loved one and notify them of your gift with an eCard and a custom message.
Whether you support the Banner Health medical center serving your community, a specific area of care such as cancer or Alzheimer's disease, programs like Banner Olive Branch Senior Center—which helps low-income seniors navigate benefit changes and rising costs—or clinical trials of new medicines, every gift to Banner Health makes life better across Arizona and beyond. You can also designate your gift to Banner Health Foundation’s Greatest Needs Fund, knowing your investment will support the most important needs in our communities, now and in the future.
- Checks: Checks sent via the U.S. Postal Service to the Banner Health Foundation offices in Phoenix or Tucson must be postmarked on or before Monday, Dec. 29 to qualify for a 2025 income tax deduction. Checks sent via shipping carriers must be received on or before Friday, Dec. 26, with the airway bill dated on or before Friday, Dec. 26.
Thank you for your support of nonprofit Banner Health in Arizona!