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Ep. 10 The Intergenerational Transfer of Wealth with Amy Walling, a Specialist in Planned Giving
Manage episode 407333528 series 3559507
Το περιεχόμενο παρέχεται από το Ron Greenwald. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Ron Greenwald ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
Amy Walling is an energetic and compassionate advocate for her clients, helping them find the best ways to achieve their charitable goals in planned giving.
The challenges of leaving a legacy are many. In this insightful interview, Amy Walling and host Ron Greenwald discuss the complexities and importance of planned giving, as well as how to understand a client’s specific goals to help them structure their gifts in a way that aligns with their charitable objectives. They also discuss generational differences in giving habits, and the importance of educating the younger generation in the significance of long-term planning through wills and trusts.
Amy and her team focus on infrastructure, gift processing, gift agreements and stewardship, and whether you are a professional working with older adults, or someone who is interested in learning more about charitable giving, this episode is a must-listen.
Let’s Get Social!
Website: https://plannedgiving.sdsu.edu
LI: https://www.linkedin.com/in/amy-walling-aep-%C2%AE-cap-%C2%AE-cspg-ab81928/
Thank you for being here!
~ Ron Greenwald
Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025
Visit us here: https://www.greenwaldrealtyteam.com/
Produced by Imagine Podcasting https://www.imaginepodcasting.com/
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