I am so lucky. A number of years ago, a client created a donor advised fund at the Greater Milwaukee Foundation. We structured guidelines for his fund to meet his charitable interests. When he passed, I took over as the advisor. The first year I had to make distributions, I was literally shaking. I so wanted to honor his desires and goals. The next year I really enjoyed it. The third year I was able to create a synergy between two of his goals. This year I am so overwhelmed. There isn't a charity that won't need extra funding, from the ballet to food banks to the free loan society. And of course, the amount of money we all have to give, including the fund with the Greater Milwaukee Foundation is diminished. I am afraid we will not see many of the arts organizations survive. But when I make this year's allocations I know it will truly be appreciated by the organizations. If you are one of the lucky ones surviving financially in these crazy times, I would love to help you design a charitable plan. With wishes for the a bright future for all of us, Stephanie
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