Kim Ledger
About Kim Ledger
Kim Ledger: VP of Complex Assets
Kim Ledger serves as the Vice President of Complex Assets. In this role, Kim leverages expertise in strategic philanthropy and complex asset management to provide valuable insights to financial advisors and individuals. With a focus on actionable advice and innovative charitable giving strategies, Kim plays a vital role in guiding clients through multifaceted financial decisions.
Philanthropic Insights Podcast Host
Kim Ledger hosts the Philanthropic Insights podcast series. The podcast delivers actionable advice tailored for both financial advisors and individuals interested in strategic philanthropy. Each episode features industry experts discussing topics such as tax-smart giving strategies and leveraging donor-advised funds (DAFs) for long-term philanthropic impact.
Exploring Tax-Smart Giving Strategies
Through the Philanthropic Insights podcast, Kim Ledger explores various tax-smart giving strategies. The podcast dives into methodologies that can optimize charitable contributions and make a significant impact. Topics include maximizing the benefits of donor-advised funds (DAFs) and understanding the intricacies of donating complex assets.
Donor-Advised Funds and Charitable Giving
Kim Ledger frequently discusses the use of donor-advised funds (DAFs) on the Philanthropic Insights podcast. The podcast features conversations with experts like Kyle Christopherson and Katie Collin, focusing on when DAFs are the right choice for clients. Episodes provide financial advisors with insights on effectively talking to clients about charitable giving and utilizing DAFs for sustained impact.
Covers Donating Complex Assets
Kim Ledger's Philanthropic Insights podcast covers the important topic of donating complex assets. This includes discussions on real estate, business interests, passion assets, and alternative investments. The podcast offers financial advisors comprehensive guidance on how to incorporate these types of assets into charitable giving strategies for their clients.
Insights on Cross-Collaboration for Financial Advisors
In addition to philanthropic strategies, the Philanthropic Insights podcast hosted by Kim Ledger provides insights on cross-collaboration for financial advisors. The podcast emphasizes the importance of interdisciplinary collaboration and offers practical advice on how advisors can work together to enhance client outcomes in the realm of charitable giving.