Charitable Giving

A few years ago a client of my passed away.  He left most of his money to a donor advised fund at the Greater Milwaukee Foundation.  We had devised a plan for him prior to his passing and he was kind enough to put me in charge of the fund at his death.  What an honor.  I now make grants on his behalf to the causes he cared about.  A few of those include the Milwaukee Ballet, Milwaukee Symphony and UPAF.  But there are also other smaller social service groups that are tied to the Milwaukee community.  I usually plan out the donations in March and every year I pinch myself that I am so lucky to do this.  I urge my clients to check out the Greater Milwaukee Foundation as part of their charitable gifting.  They will manage donor advised funds beginning at  $25,000.00. Call me if you want more information or call them.