private wealth

Private Wealth Asset Management and Fidelity Present Charitable Planning Essentials

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.

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