Timetable for Year-End Contributions

The following table can help you plan your year-end giving schedule and ensure that your contributions and recommendations are processed for the tax year. Consider making your contributions online.

Type of Contribution   Plan Ahead   What to Do   Deadline         
Type of Contribution   3 days   Postmark on or before December 31.   December 31
Money wire   3-5 days  

Instruct your financial institution to wire your donation to CLS on or before December 31:
Bank of America
Columbia Pike Banking Center
7220 Columbia Pike
Annandale, VA 22003-3108
(703) 658-8280 Fax (703) 658-8284
Electronic Deposit Routing Number 051000017
Christian Legal Society Account Number 004127009087

  December 31
Stock   2 weeks  

Submit a completed letter of instruction to
the firm currently holding the stocks. Submit a copy of the letter of instruction to:
Salomon Smith Barney, Inc.
c/o Doug Bowers, CFP
1850 K St., NW, Ste. 900
Washington, DC 20006, 202/857-5431
DTC#0418
CLS Acct. #376-30899 578.
Please notify CLS at 1-703-642-1070 ext 3204 of the transaction. Shares must be received by December 31, 2009.

  December 31
Mutual funds   1 month  

Submit a completed letter of instruction and your most recent mutual fund statement by November 30 to:
Salomon Smith Barney, Inc.
c/o Doug Bowers, CFP
1850 K St., NW, Ste. 900
Washington, DC 20006, 202/857-5431
DTC#0418
CLS Acct. #376-30899 578.
Please call 1-703-642-1070 ext 3204 to notify CLS of the transaction or to receive assistance.

  November 30
Special Securities, including:
private stock, tendered stock
and restricted stock
  1 month  

Instruct your broker to transfer special securities by
November 30 to:
Salomon Smith Barney, Inc.
c/o Doug Bowers, CFP
1850 K St., NW, Ste. 900
Washington, DC 20006, 202/857-5431
DTC#0418.  CLS Acct. #376-30899 578.
Please call 1-703-642-1070 ext 3204 to notify CLS of the transaction or to receive assistance.

  November 30

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