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Looking Forward. Giving Back.
Elena Pullen-Venema
19 episodes
1 week ago
Your trusted resource for professional advisors with clients in Snohomish County. Providing charitable resources and tools to professional advisors and personalized options to their clients that help meet charitable, legacy, and financial goals while increasing diverse and equitable philanthropy in our community.
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All content for Looking Forward. Giving Back. is the property of Elena Pullen-Venema and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Your trusted resource for professional advisors with clients in Snohomish County. Providing charitable resources and tools to professional advisors and personalized options to their clients that help meet charitable, legacy, and financial goals while increasing diverse and equitable philanthropy in our community.
Show more...
Non-Profit
Business
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Episode 11: Charitable Remainder Trusts and Getting Lost in IKEA: A Conversation about Estate, Financial & Trust Planning with Debra Smiley, Senior Fiduciary Analyst at Laird Norton Wealth Management
Looking Forward. Giving Back.
37 minutes 21 seconds
3 years ago
Episode 11: Charitable Remainder Trusts and Getting Lost in IKEA: A Conversation about Estate, Financial & Trust Planning with Debra Smiley, Senior Fiduciary Analyst at Laird Norton Wealth Management

"Tax codes are not just for the 1%!" An important reminder from my latest podcast guest, Laird Norton Fiduciary Senior Analyst and Trust Guru Debra Smiley. Join me and Debra as we dig deep into the world of charitable remainder trusts and other income-generating gifts that can help your clients meet both immediate financial needs and future charitable goals. We'll also talk about how representation matters in the world of financial planning AND charitable giving. We'll discuss the importance of harnessing the legacy of giving in diverse communities and how legacy, estate, financial, and trust planning are all interrelated. And MOST IMPORTANTLY hear about a few bones we have to pick with IKEA regarding the location of their exits and access to the self-serve ice cream! :-) Join me for another episode of "Looking Forward. Giving Back."!

Looking Forward. Giving Back.
Your trusted resource for professional advisors with clients in Snohomish County. Providing charitable resources and tools to professional advisors and personalized options to their clients that help meet charitable, legacy, and financial goals while increasing diverse and equitable philanthropy in our community.