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Charitable Giving
How to Evaluate Nonprofits and Smarter Giving Practices
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Christine SwitzerGuest Expert: Maeve Miccio, Fidelity Investments

In this webinar, Christine Switzer, ​​of Philanthropic Consulting at Fidelity Investments, takes an important look at how to best incorporate philanthropic giving into financial plan...

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Discussions & Comments

Missy Davis 2 years 7 months ago
A few comments from listeners:

I learned that Fidelity has consulting services for Charitable Giving
- Michelle L.

It was a great presentation!
- Lawrence F.
A few comments from listeners:

I learned that Fidelity has consulting services for Charitable Giving
- Michelle L.

It was a great presentation!
- Lawrence F.

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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.