Year-End Charitable Planning:

2020 Trends & Strategies for Smarter Giving

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Earn 1 hour of CE Credit

With the deadline to make eligible charitable contributions quickly approaching, how will you help your clients maximize their charitable impact and minimize their income tax burden? This year provides a unique opportunity for advisors to proactively provide guidance to clients on their giving as a result of the COVID-19 pandemic and related legislation.

This presentation will cover charitable planning opportunities and tax strategies that enable your clients to give more, and more strategically, at year end. You will learn how to deepen client relationships through philanthropy, how to identify tax-saving opportunities—such as bunching deductions or using a qualified charitable distribution—and how to leverage Fidelity Charitable® and important year-end resources. 

 Learning Objectives

  • Discover actionable ideas for 2020 charitable planning
  • Understand the planning impact of the overall limitation on itemized deductions as well as carry forward rules
  • Identify which of your clients’ assets offer the most tax-efficient way to give
  • Know how to engage clients, work with Fidelity Charitable, and access important year-end resources


Leon LaBrecque, JD, CPA, CFP®, CFA

Chief Growth Officer
Sequoia Financial Group


James Carpenter, CAP, ChFC, CLU

Vice President, Charitable Planning Consultant
Fidelity Charitable®

Event Details

October 28, 2020
2:00pm ET