05.16.2023 - Charitable
Creative Charitable Planning Strategies for 2023
Presented by Dennis Ladd, Fidelity Charitable
How are your clients giving to charity, and could they be giving in more innovative ways? As their trusted advisor, you can introduce timely planning strategies for smarter philanthropy–strategies that maximize their charitable giving while potentially minimizing their tax exposure. Learn about charitable planning approaches that target clients across different stages of life, from young investors to retirees!
Helpful to know what was maintained by Secure 2.0 and what is NEW.
- William O.
Presentation seems like a good review, or primer, of viable gifting vehicles. The stats on propensities for gifting in eluding the demographics are interesting.
- Michael T.
A deeper understanding of how one can utilize DAFs. Also, I was impressed with some the statistics shared with the group on donations and the overall numbers.