Offers

  • Fund Your Charitable Giving from Unexpected Sources

    From Fidelity Charitable

    Discover how charitable donations of complex assets such as real estate or privately held stock can help them give more to charity, save cash and lower their taxes, all at the same time.

  • The Road to Building Your Practice Through Family Philanthropy

    From Fidelity Charitable

    The charitable conversation is the perfect way to reach that next generation of clients. This short guide will show you how to engage your clients and their families in the conversation.

  • Charitable Planning Guide

    From Fidelity Charitable

    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.

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