Ep. 12 The San Diego Foundation Inspires Enduring Philanthropy and Solutions
The San Diego Foundation is there for all who are interested in giving back by way of charitable gifts. Find out more in this fascinating podcast.
The San Diego Foundation is there for all who are interested in giving back by way of charitable gifts. Find out more in this fascinating podcast.
Leslie Klein is a passionate advocate for those wanting to leave a legacy. By combining donors’ visions with The Foundation’s expertise in philanthropy and financial management, she oversees the formulation and implementation of a fully comprehensive planned giving strategy for them. Leslie also manages The Foundation’s complex estate administration activities and works closely with San Diego’s professional advisors to customize charitable solutions for their clients. This is the heart of what The Foundation does, and it’s Leslie’s specialty.
A more in-depth and thorough conversation about all aspects of philanthropy you will not find anywhere, and if you are looking to be more philanthropic, or ever had questions about what’s involved in leaving a legacy, this is the podcast for you!
Let’s Get Social!
Website: https://www.SDFoundation.org
Thank you for being here!
~ Ron Greenwald
Greenwald Realty Team
Senior Real Estate Specialists
(844) 782-9674
DRE 01264025
Visit us here: https://www.greenwaldrealtyteam.com/
Produced by Imagine Podcasting https://www.imaginepodcasting.com/
Leslie S. Klein, CFP®, AEP®
Director, Gift Planning Advisor
Leslie oversees the development and implementation of a comprehensive planned giving strategy and manages The Foundation’s complex estate administration activities. She works closely with San Diego’s professional advisors to customize charitable solutions for their clients – combining donors’ visions with The Foundation’s expertise in philanthropy and financial management. She has been a Certified Financial Planner for 25 years of her career in the fiduciary and investment management marketplace. Before joining The Foundation nine years ago, Leslie was Vice President/Wealth Management Advisor at HomeFed Trust, Bank of Southern California, Wells Fargo, First National Bank, and First American Trust. Leslie graduated from Miami University, Oxford, Ohio. She is past Board Chair of the Estate Planning Council of San Diego and Past President of the Financial Planning Association of San Diego.
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