For Advisors
Connect with Fidelity Charitable at events, live and on-demand webinars and industry conferences. Hear the latest from our thought leaders on charitable planning strategies and take advantage of continuing education opportunities.
October 2022
04October 2022
26November 2022
15Donations of non-cash assets often provide the most tax-efficient way to support charitable causes. This session evaluates this under-utilized approach to charitable giving.
Stock plan recipients need your help more than ever to identify strategic planning solutions, such as charitable giving, to maximize the value and tax benefits of their holistic financial plan.
Impact Investing strategies are surging as more investors seek to align their money and values. This session will focus on how advisors can embrace this momentum to help their clients have greater impact with their investments and philanthropy.
Whether you already offer charitable planning or are just getting started, our product-agnostic educational and consulting program can help you better serve clients and grow your business.