Blog | Private Wealth

Special Notice from MONTAG: End of Year Giving

November 25, 2019 by

At MONTAG, our firm believes in the power of giving back to our community, and doing so in a meaningful way that makes our lives feel more enriched.  Some folks believe in giving back in traditional ways, like a canned good drive or a Christmas toy drive around the holidays.  Others may give back with investable assets.  But what exactly would that look like, and how would we do it?

Our longstanding partners over at the Community Foundation for Greater Atlanta (CFGA) has put together a very clear and understandable list of how to give, based on the type of investable asset and where that asset it coming from (is it coming from a retirement account?  Is it a cash transfer?).  You can find that list HERE.

Thanks to CFGA for all the great work you do!

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  • MONTAG

    At MONTAG, we do things differently. We‘ve been a family-run business for nearly 40 years, and we still believe that our clients are best served by treating them as part of that family. We take the time to get to know you – what you’ve done to build your net worth, your investment philosophy, your financial questions and fears, and above all, your financial hopes. Every single client has their own unique story — a story that deserves more than a conversation with an anonymous voice. Contact our Business Development team today by calling 404.522.5774 or emailing [email protected] to get in touch.

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At MONTAG, we do things differently. We‘ve been a family-run business for nearly 40 years, and we still believe that our clients are best served by treating them as part of that family. We take the time to get to know you – what you’ve done to build your net worth, your investment philosophy, your financial questions and fears, and above all, your financial hopes. Every single client has their own unique story — a story that deserves more than a conversation with an anonymous voice. Contact our Business Development team today by calling 404.522.5774 or emailing [email protected] to get in touch.