
Episode #10
Everything You Wanted to Know About Legacy Giving (But Were Afraid to Ask)
In this episode of Real Talk. Real Growth., Working Wardrobes CEO Bonni Pomush sits down with estate planning attorney Nick Kmetz and certified financial planner and philanthropic advisor Richard Ward to make legacy giving easier to understand. Together, they bust common myths, explore simple ways to incorporate charitable giving into your plans, and discuss tools like beneficiary designations, retirement accounts, life insurance, and donor-advised funds. Most importantly, they explore how thoughtful planning can care for the people you love while carrying your values forward. Whether you already have an estate plan or don't know where to begin, this conversation offers an approachable place to start. As Nick and Richard emphasize, legacy giving can be much simpler and more flexible than many people expect. Learn more about the Jerri Rosen Legacy Fund and the many ways you can leave a lasting impact: https://www.workingwardrobes.org/legacy-fund/ Your Legacy. Your Way. Simple. Flexible. Meaningful.

