Charitable Planning Essentials for the Pandemic and Beyond

Harrison Miller

Did you know charitable donations of non-cash assets, including publicly traded securities, restricted stock, business interests and other non-publicly traded assets may provide the most tax efficient way to support your favorite causes?

Did you know the CARES Act has provided special tax incentives so you can continue to support the charities you care about most during the pandemic?

Join Harrison Miller, CAP®, vice president of Fidelity Charitable, as he shares advice about the right assets to donate. Gain insights on why you should look beyond cash when making charitable gifts, unique opportunities as a result of the CARES Act and more.

Learn how you can give more effectively and efficiently, increase the impact of your charitable giving and save more on taxes.