January 24: Incorporating Charitable Planning in Your Business

Incorporating Charitable Planning in Your Business. 98% of HNW investors contribute to charities annually but only 14% of advisors have charitable planning conversations with their clients. Did you know that virtually all high-net worth clients give to charity annually, and the majority is looking to you to help them be more strategic? Discover how to incorporate charitable planning as a part of a holistic wealth management offering to deepen client engagement and build new relationships while meeting the growing demand for strategic philanthropic solutions.

  • Philanthropic tax strategies
  • Common giving strategies and vehicles
  • Having the charitable conversation with clients
  • Charitable planning best practices
  • See case studies applied using eMoney technology

Featured Speakers:

Krystal Kiley, VP, Practice Management, Fidelity Charitable®

Christopher Hershey, Sr. Financial Planning Analyst, eMoney

Josh Daly, VP, Charitable planning consultant, Fidelity Charitable®

Date: January 24: 5:30 to 8:00 pm

Location: Putnam Investments, One Post Office Square, 2nd Exchange, Boston MA 02109

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