Planning Your Legacy: Giving with Purpose

Join Carly Jordan, CFP, Financial Advisor with Merrill Lynch, for an engaging conversation with Aidan Vega, VP of Individual Giving at PHS about how thoughtful philanthropic planning can help you create a lasting impact and legacy with your support of PHS.

In this webinar, Carly will explore how legacy giving can be thoughtfully integrated into your broader financial and estate planning, with strategies that can help make your giving more intentional, efficient, and aligned with your values. She’ll also share practical insights into options such as beneficiary designations, donor-advised funds, appreciated assets, and other charitable giving strategies.

Whether you are just beginning to think about your philanthropic legacy or looking for ways to be more strategic with your giving, this conversation will offer helpful ideas to consider as you plan for the future.

Meet the Speaker 

Carly Jordan is a Certified Financial Planner and a wealth advisor with Merrill Lynch. Her practice focuses on high-net-worth individuals and families, helping them navigate the complexity that comes with wealth, and more importantly, align that wealth with what actually matters to them. Her work encompasses comprehensive investment strategy, tax planning, and estate planning for every client. Carly serves as a board member of Woodford Cedar Run Wildlife Refuge, Strike It Strong, and NAWBO SJ. When not fulfilling her commitments to career and community, Carly spends time with her husband, Ryan, and dog, Shay, at their home near the Pine Barrens. They love to travel the world and her stepson, Quinn, joins in their adventures as often as possible. Carly is a member of the Mount Laurel Garden Club and PHS 1827 Society.