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Ep. 10 The Intergenerational Transfer of Wealth with Amy Walling, a Specialist in Planned Giving
Manage episode 407333528 series 3559507
Ron Greenwald द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Ron Greenwald या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.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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