Giving complex assets such as a business or even privately held stock can help your clients give more to charity, maintain cash on hand and lower their tax liability, all at the same time. We have created this short paper for you to share with clients to help them identify the best assets to fund their philanthropy.
In this guide, your clients will discover how to:
Harness the power of appreciation
Take advantage of donating long-term appreciated assets over cash proceeds
Give in advance of a business sale or transition
Register to get the paper
About Fidelity Charitable®
Fidelity Charitable is an independent public charity that has helped donors support more than 220,000 nonprofit organizations with more than $25 billion in grants since its inception in 1991. Fidelity Charitable® has accepted contributions of over $3 billion in complex, non-publicly traded assets and works directly with donors, their advisors, and corporate and business lawyers to facilitate the charitable transfer of these assets to achieve the most favorable tax treatment with the greatest charitable impact.
Fidelity Charitable is the brand name for Fidelity® Investments 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. The tax information provided is general and educational in nature, and should not be construed as legal or tax advice. Fidelity Charitable does not provide legal or tax advice. 799560.1.0