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 2019
14-
October 2019
16October 2019
29Donations 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.
Join this “ask the experts” session to learn about specific scenarios you are discussing with your clients about the donation of non-cash assets.
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.
Or preview a part of the program and watch the Charitable Essentials course and earn CFP® continuing education credit.