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Special Notice from MONTAG: End of Year Giving

November 25, 2019

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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