This group offers you an opportunity to network and share ideas with Women Advisors from across the nation. We will also update you on plans for our live Women Advisors Forum meetings in New York, Dallas, Chicago and California. LinkedIn
FUNDING PHILANTHROPY WITH COMPLEX ASSETS--CE CREDIT
Karla DAlleva Valas, Managing Director, Complex Asset Group, FIDELITY CHARITABLE
Helping clients find ways to give more to the causes they care about is an ideal way for advisors to add value to their services, build stronger bonds, and create an opportunity to work across multiple generations of their clients’ families.
One of the best ways advisors can enhance a client’s charitable giving strategy is by helping them to identify the right assets to give and the right time to give them. While much of the wealth transferred in the United States is held in non-publicly traded assets?such as private company interests, real estate or oil and gas interests?these often highly appreciated assets were, until recently, a largely untapped source of funding for philanthropic endeavors.
Fidelity Charitable’s Karla Valas will walk you through “Funding Philanthropy With Complex Assets,” touching on why giving these types of complex assets is often the most tax-efficient way for donors to give; how to identify the right assets to donate and choose the right charitable vehicle; and how advisors can help their clients through the donating process.