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Charitable Giving with a Tax-Smart Impact

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Charitable Giving with a Tax-Smart Impact


 


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Session Overview


Potentially maximize your charitable impact with a Giving Account® from Fidelity Charitable®, a low-cost, tax-smart way to support charities. During this live demo, we will:


         - Review the benefits of using a donor-advised fund, such as the  Giving Account®

         - Demonstrate common tasks, such as opening a Giving Account,  making a contribution, researching charities, and recommending grants

         - Discuss popular tax strategies to help you make the most of your giving

         - Provide opportunities to ask questions about using the Giving    Account

Select your area of interest and find a session that fits your schedule.

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Investing involves risk, including risk of loss

 

 

Fidelity Charitable is the brand name for the Fidelity Investments® Charitable Gift Fund, an independent public charity with a donor-advised fund program. Various Fidelity companies provided services to Fidelity Charitable. The Fidelity Charitable name and logo, Fidelity and Giving Central are registered service marks of FMR LLC, used by Fidelity Charitable under license. Giving Account is a registered service mark of the Trustees of Fidelity Charitable. Any tax information provided is general and educational in nature, and should not be construed as legal or tax advice. Fidelity Charitable does not provide legal or tax advice.  

 


Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

 

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Charitable Giving with a Tax-Smart Impact

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