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Charitable Planning Guide
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"Charitable Planning Guide"
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This guide is an overview of the benefits of incorporating charitable giving into your financial planning, including common techniques to maximize philanthropic, tax and legacy planning goals.

This guide is designed to provide an overview of the benefits of incorporating charitable giving into your financial planning. You will learn the benefits of donating different assets, tax basics, strategies to amplify your philanthropic efforts and tools to evaluate charities. 

This guide will help your clients better understand:

  • The Charitable Landscape
  • Smart Giving: Assets & Tax Advantages
  • Philanthropic Strategies & Charitable Vehicles
  • How to Maximize Charitable Giving

Complete the form to make charitable planning with your clients easier.


Offered Free by: Fidelity Charitable
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