Charitable Advisors

Charitable Advisors is a consultancy firm that assists non profit organizations create, develop,and implement charitable gift planning programs with an emphasis on obtaining non-cash gifts.

Jim Eckel, Principle Advisor, CFP

Jim Eckel, CFP is the principal consultant with Charitable Advisors. He advises non profit organizations regarding the many benefits of charitable gift planning. One of the best gifts a non profit organization can receive is a real estate gift. Real estate comprises a major portion of most individuals' net worth, however real estate gifts as a percentage of gift types contributed to non-profits remain very small. Jim has been a veteran of the financial and charitable services industry for over 40 years having worked with Merrill Lynch and New York Life as well as the USS Midway Museum and the Heritage Musuem of Orange County. He has originated and directed planned giving programs that have raised several millions of dollars in both major and planned gifts, and was the recipient of the 2013 Best Gift Legacy Mission Video Award from Crescendo Interactive. Jim is the author of several financial books, including Planning for the Golden Years with Variable Annuities, Survey of Advanced Sales (CE Course), Conserve Your Wealth in SEVEN Easy Steps, and Charitable Giving Quick Reference Guide. He is a past president of the Charitable Gift Planners Associations of Orange and San Diego Counties. Jim brings to the table tenacity and an innovative thought process for problem solving and marketing ideas. These qualities will serve him and the non-profits he engages with well as together as they increase the number of real estate gifts to non-profit organizations.

ron greenwald

Ron Greenwald, RealtorĀ®

Ronald Greenwald has been networking in San Diego 35+ years by connecting the dots to bring great people and ideas together that result in a winning proposition for all involved. Ron's passion for both real estate and our aging adult's quality of life has resulted in a successful real estate career that combines the best practices of other leading professionals to successfully navigate the pathways of those aging and their family dynamics. Whether estate, probate, or trust sales of both residential and commercial real estate. Ron has the resources to always make him your 1st call. Ron is also the host of the podcast. "The Ron Greenwald Show" which brings the best and the brightest to advocate, educate, and inform all of us to be aware of potholes in the life and estate planning roadmap. Ron is a Board Member of the Estate Planning Council San Diego and is an affiliate member in the organizations; Probate Attorney San Diego and Professional Fiduciary Association California. He earned his MBA from the University of Southern California; earned a CPA license after receiving his undergraduate business degree and has 45+ years experience in business, finance and real estate.

katy kingery

Katy, RealtorĀ®

Originally from New Zealand, and a San Diego resident since 1985, Katy brings a level of experience and humility not often found with a RealtorĀ® of her caliber. Those who partner with her will not only have the best representation a client could hope for, but also a long term relationship. Katy has lived and worked in Solana Beach for almost 20 years. She is a well respected real estate agent within her community and San Diego County. Katy provides professional service with a personal touch. What clients most appreciate about working with Katy is her patience, unpressured approach and tenacious demeanor on their behalf. Katy's energy and authentic enthusiasm is coupled with her ability to listen and comprehend the needs of the client.

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