Private Wealth Asset Management and Fidelity recently hosted a webinar on the importance of smart giving strategies to maximize your impact and tax savings. In this webinar, 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.