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Charitable Planning Essentials - A Smarter Way to Give
We all like the idea of giving back, especially when we feel grateful for the opportunities afforded us in life.

That charitable impulse is powerful, and it is an impulse that can be amplified by harnessing simple, proven planning tools.

Colby Bircher, of Fidelity Charitable, will present and answer your questions on specific strategies toward pursuing your charitable goals while increasing the impact of your dollars over time.

In this information-filled hour you will learn:
- Effective charitable planning strategies for every budget and family goal
- The differences among top charitable vehicles, the tax implications, and how to implement them well
- Tips for “giving while living” or as part of an estate plan
- Educational resources to help you identify effective, well-run organizations focused on your personal charitable interests

Join us and start your family on a rewarding journey toward philanthropic giving.

Oct 19, 2022 02:00 PM in Eastern Time (US and Canada)

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