As 2026 comes to an end, you may be considering giving cash or stock gifts to charitable organizations or family members. You may also be thinking about a Roth conversion or opening a Donor-Advised Fund. If any of these are on your to-do list, please let your advisor know as soon as possible. 

To help you plan ahead, we recommend submitting any year-end requests by December 1.

This includes stock gifting, Qualified Charitable Distributions (QCDs), Roth conversions, and opening Donor-Advised Funds. While this date may seem early, it allows time for the necessary paperwork, signing, and completion steps, so you can enjoy the season without any last-minute stress.

We aim to provide you with the best possible service and peace of mind during this busy time of year. If you have any questions, we’re always here to help and happy to assist you. 

Thank you for the opportunity to serve you.

Jessica Klostermann, FPQP®
Partner & Director of Client Services

This article was featured in the Fall 2026 edition of the Rising Dividend Report.

Read more articles from this issue here.