In this webinar recorded on July 14, 2022, Daniel H. Yoo, CFP®, CEPA®, Senior Wealth Advisor with PBMares Wealth Management, moderates a discussion on charitable giving and tax minimization strategies.
Still giving with your checkbook? Instead, consider funding your philanthropy with a more strategic giving vehicle. This session will help you:
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- Discover the charitable landscape and how donors give today,
- Learn how to best utilize complex assets and investments for giving purposes, and
- Understand how you can maximize impact while minimizing the tax burden.
It’s a smarter way to give!
Moderator
Daniel H. Yoo, CFP®, CEPA®, Wealth Advisor, PBMares Wealth Management
Presenter
James Carpenter, CAP, Vice President, Charitable Planning Consultant, Fidelity Charitable
Since 2017, Jim has served as a premier resource on charitable planning for advisors and their clients. He educates advisors on current charitable planning trends and strategies, along with the benefits of leveraging Fidelity Charitable’s donor-advised fund program to help philanthropic clients give more to the charities they support.
Fidelity Charitable® is an independent public charity that has helped donors support more than 300,000 nonprofit organizations with over $51 billion in grants. The mission of Fidelity Charitable® is to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple and effective.
View the Webinar Recording and Slides Below
VIEW THE SLIDES FROM THIS WEBINAR
Be sure to consult with your financial advisor on this topic as individual situations may vary. The information contained in this webinar and any related materials are not intended to constitute legal, financial, or other professional services advice. The content is provided on an “as is” basis and PBMares makes no representations or warranties about the accuracy or sustainability of any information for your purposes. For any specific questions you may have, please reach out to the presenters or contact us.
