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.
I 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.