Description
Charitable contributions of non-cash assets, also known as complex assets, can be an effective and tax-efficient method of giving. Contributing these types of assets to charity, however, can be complicated and is filled with technical requirements and potential pitfalls. At Fidelity Charitable, we simplify the process with the knowledge and experience to get the job done correctly, promptly, and with all appropriate follow-through. Join us for this live “ask the experts” session and submit questions about specific scenarios you are discussing with your clients.
Learning Objectives
- Evaluate the 2018 charitable planning opportunity
- Identify tax-saving opportunities to provide more strategic, value-added guidance to clients - Discover which of your clients’ assets offer the most tax-efficient way to give
- Learn tips and tricks from Fidelity Charitable’s experience in assessing more than 900 complex asset charitable opportunities last year alone