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Philanthropy

Charitable Giving and Donor Advised Funds

Submitted by Ullmann Wealth Partners on November 30th, 2020

December 1, 2020

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The Power of Charitable Remainder Trusts

Submitted by Ullmann Wealth Partners on April 30th, 2019

A growing number of affluent individuals and families want to make a major difference in the world by supporting causes and charities that are deeply meaningful to them. But they often don’t know how to maximize the impact of their philanthropy—or effectively balance their charitable desires with their financial needs and responsibilities.

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