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Grants: Deadline & Decision Timetable

Foundation Deadline Decisions
Elizabeth Huth Coates Charitable Foundation of 1992 December 31 June
Faye L. and William L. Cowden Charitable Foundation March 31 August
Nancy Smith Hurd Foundation March 31
September 30
May
November
Jack H. and William M. Light Charitable Trust March 31
September 30
April
October
Marietta K. Randall Foundation Trust December 31 July

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*Insight Digital and Insight Advisor are offered through Broadway Wealth Solutions, Inc., a Registered Investment Advisor wholly owned but separate from Broadway National Bank. For further information, please contact us for a copy of our disclosure documents, including Form ADV Part 2A and supplemental materials.

Broadway Bank and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your situation at the time your taxes are prepared.

INVESTMENT PRODUCTS:
NOT FDIC INSURED • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT BANK GUARANTEED • MAY LOSE VALUE