“A Better Way to Give”-FIDELITY CHARITABLE®

Lower Cost, Tax-Smart Philanthropy

Using Donor Advised Funds as Strategic Vehicles for Charitable Giving

We invite you to attend a thought provoking discussion about the growing trend of contributing complex assets, such as private equity assets, privately-held C-and S-corp stock, limited partnership interests, and certain restricted stock, to public charities. This can often be the most highly appreciated asset in a client’s portfolio, and contributing it to charity can potentially minimize capital gains exposure.

Thursday, April 2nd 5:30 p.m – 7:00 p.m.
Heavy Pupus and Cocktails will be served.