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.
November 2020
18May 2021
03-
May 2021
06Donations 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.
This webinar compares the benefits of donor-advised funds and private foundations, and offers guidance for determining the best option for your clients.
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.