As our next guest in The Legacy Lounge, we welcome Kelly J. Zúñiga, Ed.D., CFRE, a visionary leader with over 30 years of experience in building, managing, and leading teams that focus on the successful execution of donor-based philanthropy advisory services.

Kelly is the founder of KZ Consulting. In this episode, our Deborah Stavis and Kelly talk about the importance of philanthropy and how charitable giving can fit into your overall planning, including your estate planning.

The discussion covers a range of topics, including donor advised funds, the impact on the looming sunset of the federal estate tax exemption on giving, how giving can bring together multiple generations and how to start teaching your children about philanthropy.