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.

Complimentary CE Session

Unlocking Complex Assets 

Complex assets—such as private stock and business interests—are prime candidates for tax-efficient giving. Learn tips for using complex assets in your client’s portfolio to potentially reduce capital gains and estate taxes through charitable giving. This webinar is approved for CFP®, CIMA®, and CPWA® credit and will help you:

  • Recognize how charitable planning can be an effective solution when clients experience wealth-triggering events.
  • Understand which assets to give and the timing of a gift.
  • Identify key client segments to target for charitable planning.

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.

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