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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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Non-Profit
Business
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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 6: "To Whom Much is Given..." Legacy, Grandkids, Smart Tax Planning, and Muhammad Ali. A Conversation with Attorney Amy Allison and Client Roxi Cronin.
Looking Forward. Giving Back.
33 minutes 26 seconds
4 years ago
Episode 6: "To Whom Much is Given..." Legacy, Grandkids, Smart Tax Planning, and Muhammad Ali. A Conversation with Attorney Amy Allison and Client Roxi Cronin.

"To whom much is given, much is required." Roxi Cronin is a mother, a daughter, a grandmother, a once - but no longer - "fish out of water" in terms of charitable and financial planning, and a fan of Muhammad Ali. Join me and her estate planning attorney, Amy Allison of Anderson Hunter as the three of us discuss how and why Roxi is choosing to create a legacy for herself and her family through charitable giving. We'll discuss the importance of attorneys and other professional advisors "asking the question" about charitable giving and providing their clients with meaningful options. We'll also hear about Roxi's favorite charitable gifts that she's given through her donor advised fund held at the Community Foundation of Snohomish County. Join us for this latest 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.