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

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Manage episode 429480414 series 181786
Indhold leveret af Wharton Fintech Podcast. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Wharton Fintech Podcast eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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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506 episoder

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Manage episode 429480414 series 181786
Indhold leveret af Wharton Fintech Podcast. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Wharton Fintech Podcast eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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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