It’s getting to be ‘that time’ again… With the changing color of the leaves, we know the year 2021 is soon to be winding down. Many MONTAG clients express their charitable intent around year end. Our custodians, Schwab and Fidelity, have distributed documents that identify deadlines associated with gifts of various kinds this year. We offer them for your use in planning year end gifts.

Schwab 2021 Timetable                 Fidelity 2021 Deadlines