November 2022 Virtual Event: Charitable Giving and Tax Strategy

We recently hosted Paige Robinson and Lexsis Baxter from Fidelity Charitable® for an insightful event on tax-advantageous strategies for charitable giving. With year-end approaching and many clients thinking about gifting, the team from Fidelity covered strategies and vehicles including donor-advised funds (DAFs), private foundations, and charitable trusts. Following the presentation, we hosted a live Q&A. Click the play button on the video below to watch a full replay of the event.