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FreeWill Founder & Co-CEO, Jenny Xia Spradling - Democratizing Estate Planning

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Manage episode 429480414 series 181786
Contenuto fornito da Wharton Fintech Podcast. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Wharton Fintech Podcast o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
Podcast lead Djavaneh Bierwirth hosts Jenny Xia Spradling, Co-Founder and Co-CEO of FreeWill, a Bain Capital-backed startup on a mission to create access to estate planning for all individuals and promote high-impact charitable giving. In this episode, Jenny discusses her journey from founding her first fintech startup to disrupting estate planning with FreeWill. In this episode we discuss how FreeWill’s technology: supports nonprofits with planned giving programs simplifies complex donations of stocks and crypto assets provides innovative software solutions for fundraising And more… For more FinTech insights, follow us on - WFT Medium: medium.com/wharton-fintech - WFT Twitter: twitter.com/whartonfintech - WFT Instagram: instagram.com/whartonfintech - Djavaneh on LinkedIn: https://www.linkedin.com/in/djavaneh/ About FreeWill FreeWill is a social-good enterprise offering online tools that empower Americans to address commonly faced estate planning needs and make charitable donations in tax-advantaged ways, all for free. FreeWill also features a charitable giving platform that makes it easier for nonprofit fundraising teams to unlock transformational non-cash gifts. Through its partnerships with 1,500+ nonprofits who understand that major gifts often are part of estate plans, the company is also able to provide a comprehensive suite of estate planning and related tools to consumers free of cost. To date, FreeWill has generated nearly $10 billion in planned and real-time gifts for more than 10,000 nonprofits while helping more than 1 million consumers create wills and plan their estates.
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509 episodi

Artwork
iconCondividi
 
Manage episode 429480414 series 181786
Contenuto fornito da Wharton Fintech Podcast. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Wharton Fintech Podcast o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
Podcast lead Djavaneh Bierwirth hosts Jenny Xia Spradling, Co-Founder and Co-CEO of FreeWill, a Bain Capital-backed startup on a mission to create access to estate planning for all individuals and promote high-impact charitable giving. In this episode, Jenny discusses her journey from founding her first fintech startup to disrupting estate planning with FreeWill. In this episode we discuss how FreeWill’s technology: supports nonprofits with planned giving programs simplifies complex donations of stocks and crypto assets provides innovative software solutions for fundraising And more… For more FinTech insights, follow us on - WFT Medium: medium.com/wharton-fintech - WFT Twitter: twitter.com/whartonfintech - WFT Instagram: instagram.com/whartonfintech - Djavaneh on LinkedIn: https://www.linkedin.com/in/djavaneh/ About FreeWill FreeWill is a social-good enterprise offering online tools that empower Americans to address commonly faced estate planning needs and make charitable donations in tax-advantaged ways, all for free. FreeWill also features a charitable giving platform that makes it easier for nonprofit fundraising teams to unlock transformational non-cash gifts. Through its partnerships with 1,500+ nonprofits who understand that major gifts often are part of estate plans, the company is also able to provide a comprehensive suite of estate planning and related tools to consumers free of cost. To date, FreeWill has generated nearly $10 billion in planned and real-time gifts for more than 10,000 nonprofits while helping more than 1 million consumers create wills and plan their estates.
  continue reading

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