Webinar Replay

In this webinar, Christine Switzer, ​​of Philanthropic Consulting at Fidelity Investments, takes an important look at how to best incorporate philanthropic giving into financial plans. This session highlighted the optimal practices for smarter client giving, including evaluating nonprofits (board composition, programs, finances, etc.), identifying your top personal values and how they connect with your philanthropic giving, exploring various philanthropic approaches (big vs. small organizations, local vs. global, tried and true vs. new organizations, etc.), developing a personal/family mission statement and how to involve children and heirs.