This guide is an overview of the benefits of incorporating charitable giving into your financial planning, including common techniques to maximize philanthropic, tax and legacy planning goals.
This guide is designed to provide an overview of the benefits of incorporating charitable giving into your financial planning. You will learn the benefits of donating different assets, tax basics, strategies to amplify your philanthropic efforts and tools to evaluate charities.
This guide will help your clients better understand:
Complete the form to make charitable planning with your clients easier.
Offered Free by: Fidelity Charitable
See All Resources from: Fidelity Charitable
This download should complete shortly. If the resource doesn't automatically download, please, click here.