2018 Charitable Planning Forecast: How Tax Reform and Markets Will Define Giving


Please join us Thursday,
February 8 at 2:00 p.m. ET

Earn 1 hour of CE Credit

With the stock market at record highs and the Tax Cuts and Jobs Act signed into law, clients are looking to you for guidance in this new and uncertain landscape. This presentation will provide an overview of current economic trends and examine changes in the new tax code that could affect your clients’ charitable planning. We’ll then look at several potential trends and strategies to watch for this year. Please join us as we set the scene for charitable giving in 2018.


Discussion Topics

  • Market and economic outlook for 2018 and beyond

  • New tax provisions that may impact clients’ charitable giving

  • Potential giving trends for 2018 and the advantages donor-advised funds offer to manage charitable giving



Dr. Claus te Wildt
Senior Vice President
Capital Markets Strategy
Fidelity Investments®

James Carpenter
Vice President
Charitable Planning Consultant
Fidelity Charitable®

Nathan Daley
Vice President
Complex Assets Group
Fidelity Charitable®

Not able to attend? Register anyway! Recorded versions of our webinars are available to watch shortly after broadcast. You will receive an email with the replay when available.

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For advisor use only. Fidelity Charitable does not provide legal or tax advice. Information provided is general and educational in nature, and should not be construed as legal or tax advice. Fidelity Charitable is the brand name for the Fidelity® Charitable Gift Fund, an independent public charity with a donor-advised fund program. Various Fidelity companies provide services to Fidelity Charitable. The Fidelity Charitable name and logo and Fidelity are registered service marks of FMR LLC, used by Fidelity Charitable under license. 830540.1.0