M&A transactions are generally favored by shareholders because they can create liquidity opportunities, but they also produce income tax liabilities usually due to the capital gains shareholders incur on the “sale” or the stock in the deal. This short paper explores several strategies that can provide high impact charitable giving opportunities and a positive impact on finances.
In this white paper, we’ll examine:
- M&A scenario planning
- The charitable opportunity
- The types of assets that can be donated
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