Ep. 10 The Intergenerational Transfer of Wealth with Amy Walling, a Specialist in Planned Giving

Ep. 10 The Intergenerational Transfer of Wealth with Amy Walling, a Specialist in Planned Giving

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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/

Social Media Info

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Ron Greenwald – @rongreenwald

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