Charitable Giving and Donor Advised Funds
Submitted by Ullmann Wealth Partners on November 30th, 2020
December 1, 2020
Philanthropy
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.
