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Lighthouse

Today’s investors want
more from their advisor

They’re looking for a holistic financial plan that takes all of their life goals into consideration.
They want to engage in deeper conversations about their values, passions, and purpose.
They’re looking to you for guidance to fulfill their life goals in a tax-smart and efficient way. 

Charitable planning helps you deliver more meaning.

November 12, 2024
1:00 p.m. ET

COMPLIMENTARY CE SESSION

Be a Hero With Year-End Charitable Giving

Support your clients' year-end giving goals by delivering solutions that could increase their giving and reduce their tax burden. This webinar is approved for CFP®, CIMA®, CPWA®, RMA®, and CIMC® credit and will help you:

  • Learn fundamental charitable giving knowledge to share with clients
  •  Understand the charitable planning strategies that could benefit clients most at year-end
  •  Get talking points, client calculators, deadlines, and other tools to prepare for year-end meetings
Register here

Fidelity Charitable makes giving easier.

After 30+ years of working together, we know how to support your practice so you can focus on what really matters: your clients. 
In addition to a dedicated support group for advisors, we offer:

Our Private Donor Group with best-in-class service for your most generous clients.

Private Donor Group

The Complex Asset Group with years of experience and expertise in donating non-publicly traded assets.

Complex Asset Group