private wealth

Time and Place:

  • Tuesday, Nov. 29, from 10am–11am CT

You Will Learn:

  • The advantages and limitations of using charitable giving to minimize your potential income tax and capital gains tax liability. 
  • How a gift of cash performs in comparison to the four most common charitable giving vehicles: donor-advised funds, private foundations, charitable remainder trusts and charitable lead trusts. 
  • Which charitable giving vehicle is the best match for your philanthropic and financial goals.
  • Tax-efficient charitable planning strategies for complex assets, such as private company stock, cryptocurrency and insurance interests. 

Free Webinar

Charitable Planning Essentials

Smart Giving Strategies to Maximize Your Impact and Your Tax Savings

Co-hosted by Fidelity & Private Wealth

Events Hosts

Michael Wilson
Fidelity Charitable
Senior Philanthropic Practice Consultant

Michael Wilson provides guidance to wealth advisors, lawyers, accountants, private equity executives and other professionals on growing their practices by helping their clients be more strategic and impactful charitable donors. He specializes in helping people simplify their philanthropic goals and making charitable giving part of their complete financial planning process. In his work at Fidelity Charitable, he contributes to the organization’s mission to grow the American tradition of philanthropy by providing programs that make charitable giving simple and effective.

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Kimberly Cappellano
Private Wealth
Director of Philanthropic Services

Kim Cappellano is a founding partner with multiple decades of financial planning and wealth-management experience. Her career is filled with academic achievements, awards and institutional certifications from her time at Wells Fargo. She excels in philanthropic and non-profit wealth management. She also brings trust and estate management expertise to families. Kim is a member of PW’s executive committee and she co-chairs the Private Wealth Rising Gen and marketing committees.

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Co-hosted by Fidelity & Private Wealth

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Investment Advisory Services offered through Private Wealth Asset Management, 411 6th Avenue SE, Suite 360, Cedar Rapids, IA 52401. 888-611-7926. This report is being provided for informational purposes only and should not be used as the sole basis for financial decisions, nor be construed as investment advice designed to meet the particular needs of an individual’s situation. Contact your investment advisor to discuss your specific goals and objectives.

Investment Advisory Services offered through Private Wealth Asset Management
411 6th Ave. SE, Suite 360, Cedar Rapids, IA 52401
www.privatewealth.com

This website is offered for information purposes only and should not be construed as an offer of personal investment advice. This website does not take into account your particular investment objectives, financial situation, or needs and does not create a binding obligation on Private Wealth Asset Management or its representatives to enter into any transaction with you. Use of any specific strategy or particular investment advice does not assure a profit or avoidance of loss. Past performance is not indicative of future results.

1This website is not intended to offer tax advice. Please consult with your tax professional for details specific to your situation.

2Private Wealth Asset Management does not offer insurance policies or other insurance services. We may make recommendations of a particular insurance broker. We do not receive payments for such referrals.

3Private capital and pre-IPO investments are not registered with the Securities and Exchange Commission or any state securities regulator. These investments are generally considered to be long-term, illiquid investments which sometimes carry minimum holding periods and a market for sale or liquidation may not be readily available. Liquidation prior to the end of an investment term generally yields less than originally invested. These investments are subject to special suitability requirements and screening. This process may result in you not being selected as an investor.

4There is no form of partnership or legal affiliation between Fidelity Investments and Private Wealth Asset Management nor is such a relationship created or implied by the information herein. Fidelity Institutional® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1035216.1.0

5Private Wealth provides some of these services directly. In cases where it does not, Private Wealth will collaborate with outside service providers to create solutions for the client. Services provided by PW are described in Form ADV Part 2A and the client’s Financial Services Agreement. In the event Private Wealth uses other providers, the client will pay that provider directly. This is in addition to any advisory fees the client pays to PW. PW may have pre-existing business relationships with selected service providers; PW does not receive any referral fees, percentages of payments by clients to service producers, or any other form of compensation associated with selection of a particular service provider.

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