FreeWill Founder & Co-CEO, Jenny Xia Spradling - Democratizing Estate Planning
Update: 2024-07-18
Description
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.
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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