PridePlanners Knowledge Circle: Charitable Planning Essentials & Impact Investing
- Registration Closed
A product agnostic, educational session on how to incorporate charitable planning into an advisor’s practice in order to deepen engagement with existing clients, attract new clients, and meet the growing client demand for strategic philanthropic solutions. Impact investing has altered the notion that advisors should solely seek financial gains for their clients. Impact investing is gaining momentum as investors seek to align their money and values. This session will focus on how advisors can test the waters with impact investing and start to integrate it into their practice—helping clients have a greater impact with their investments and philanthropy.
• Overview of common charitable vehicles, contributable assets, and tax implications
• Best practices from real-life case studies on how to have a charitable conversation
• Resources for aiding clients with charity selection and granting tools
Scott Nance
Fidelity Charitable
Scott Nance works at Fidelity Charitable®, an independent public charity that has helped donors support 382,000 nonprofit organizations with nearly $73 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.
James Carpenter
Fidelity Charitable
James Carpenter work at Fidelity Charitable®, an independent public charity that has helped donors support 382,000 nonprofit organizations with nearly $73 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.
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