Skip to main content

Ullmann Wealth Partners

  • Approach
  • Services 
    • Core Services
    • Divorce Advisory Group Services
  • Team
  • About
  • News & Insights 
    • News and Press
    • Newsletters & Webcasts
    • Blog
    • Book
  • Contact
  • Client Login

A customized and collaborative approach to wealth management.

Deep industry knowledge and an extensive professional network to help you reach your goals.

A dedicated team of professionals focused solely on helping you reach your wealth management goals.

The latest happenings at Ullmann Brown Wealth Advisors.

We want to hear from you.

 

    You are here

  1. Home
  2. Blogs
  3. Charitable Giving and Donor Advised Funds

Charitable Giving and Donor Advised Funds

Submitted by Ullmann Wealth Partners on November 30th, 2020

December 1, 2020

Many families consider supporting their favorite charity during the holiday season. One way to do this is through a Donor Advised Fund. For this blog, we are sharing an overview from Fidelity that explains how Donor Advised Funds work and how they can be of benefit to you and the charities you support.

Speaking of Charitable Giving, if you were not able to attend our webinar on November 12, Charitable Giving and Your Wealth Management Plan, please click here to see the replay. During the webinar, Glenn Ullmann moderated a panel discussion of how to identify your charitable passion, help foster family giving traditions and make your charitable giving appropriate for your estate plan and your taxes. We want to make sure you don't miss it!

Posted: November 30, 2020

Tags:
  • Philanthropy
  • Approach
  • Services
  • Team
  • About
  • News & Insights
  • Contact
  • Client Login

Sign up for our newsletter

Sign up for our newsletter

 

     

Phone: 904-280-3700
Fax: 904-280-3785
Email: info@ullmanwealthpartners.com

1540 The Greens Way, Jacksonville Beach, FL 32250

Get Directions

© 2020 Ullmann Wealth Partners. All rights reserved.  |  Legal Terms & Conditions  |  Form ADV  |  Form CRS  |  Privacy Policy  |  Sitemap  

© 2021 Ullmann Wealth Partners. All rights reserved.

Website Design For Financial Services Professionals