Beyond Cash: Planning Strategies for Complex Charitable Contributions

August 8, 2019 2:00 p.m. ET Online

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CE credit is available for CFP, CIMA, and CPWA

Non-cash assets provide a powerful way for clients to increase the impact of their charitable giving. Many donors still haven’t taken advantage of these types of donations and not enough advisors are providing the guidance needed to help them find the most effective assets to give.

Charitable donations of non-cash assets—including publicly-traded securities, restricted stock, business interests, and other non-publicly traded assets—often provide the most tax-efficient way to support charitable causes. Join our expert panel as they evaluate this often under-utilized approach to charitable giving.

This session will help you:

  • Discover why complex assets are the most tax-efficient way to give
  • Learn tips and tricks about the right assets to donate
  • Understand how you can help your clients through the donation process


Nathan Corbitt, CPA, CFA, CFP®

Partner, Wealth Advisor

Harrison Miller, CAP®

Charitable Planning Consultant
Fidelity Charitable®