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Join a free introductory session focused on planned giving strategies!
Mary Mullins Romanczuk of 1900 Wealth Management will provide a practical introduction to planned giving, focused on how donors can thoughtfully align charitable goals with their broader financial and estate plans. This session will highlight accessible strategies such as legacy giving, asset gifts, qualified charitable distributions from IRAs, and donor‑advised funds – showing how these tools can support meaningful causes while still prioritizing family and personal goals.
Sponsored by 1900 Wealth Management
This workshop is offered at no cost thanks to the generous support of 1900 Wealth Management. Because space is limited, we ask that if you are unable to attend, you let us know so we can fill the spot with another community member.
About Mary Mullins Romanczuk
Mary Mullins Romanczuk is a Senior Investment Advisor at 1900 Wealth Management in Boerne. With a background in investment banking and corporate transactions, she advises individuals, private companies, and investors on strategic financial planning and investment decisions. Mary is known for her analytical approach and ability to align financial strategies with long-term goals. She holds an MBA from the University of Texas at Austin and a BBA in Finance from the College of William & Mary.