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.
|
Naurice Jamison
3/4/2020 04:13:38 pm
I also believe that you are very lucky to have the opportunity to donate to these causes on your clients behalf. So few people really understand the importance of giving back to these local causes that so families benefit from. This is beautiful work that you are doing and I hope that you continue to spread the love and light to these very worthy cause in the Milwaukee area! Leave a Reply. |
AuthorI love a website with a blog. Now I have a platform to write about all the fun things I get to do as an attorney. So look for more posts and feel free to ask me to write about various topics that are of interest to you. 
Archives
March 2020
Categories
All
|
RSS Feed