Advisor Events
financial advisors at event

Events & education for professional advisors

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.

Upcoming events & webinars

November 2020

18

Giving & Golf

EVENT

4:00 PM ET


May 2021

03

-

May 2021

06

Heckerling Institute on Estate Planning

EVENT

Miami, FL


Past webinars

Beyond Cash

Donations 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.

 

Equity Compensation Awards and 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.

 

Private Foundations & DAFs

This webinar compares the benefits of donor-advised funds and private foundations, and offers guidance for determining the best option for your clients.

 

Practice Management

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.