Alexander A Montague
First Vice President
Financial Advisor
Morgan Stanley Smith Barney
CBC Chairman of the Board 2009 - Present
4 years as member of Board
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Today I am asking those that I touch and those that touch me to contribute to a key charitable organization near and dear to my heart which has provided timely and continual aid to those who have suffered a loss in our community. Dealing with the death of a family member or friend can be traumatic enough for an adult but consider the exponential long term effects felt by a child. The Children’s Bereavement Center provides support to aid in the grieving process to all members of a family or group in need such as schools at no cost. Mindy Cassel and her highly trained, compassionate, and talented team continue to deliver these services to South Florida through the kind support of people like you. During these challenging times your support is more important than ever and I know we all have experienced the effects of loss. I invite you all to see the wonderful work of the center in person and see how they touch the lives of so many. Please help me with your compassionate gift and include The Children’s Bereavement Center in your charitable stable this year. I thank you in advance for your kind consideration and donation and hope the upcoming holidays find you with friends and family.
Alex Montague
The year is coming to a close and you might be considering different tax strategies to give to your favorite charities. You may want to look into your stock portfolios for any highly appreciated stocks and donate them in kind. You may be able to avoid the taxes on the sale and may also get a nice charitable deduction as well. Please consult your Investment professional and your tax advisor to be sure this strategy is appropriate for your individual situation.
