Charitable Giving and Donor Advised FundsSubmitted 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