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:
- 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!
Daniel H. Yoo, CFP®, CEPA®, Wealth Advisor, PBMares Wealth Management
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.