CE Lunch N’ Learn: Donating Beyond Cash Assets
January 22 @ 11:30 am – 1:00 pm
Join the Atlanta Ronald McDonald House Charities Planned Giving Advisory Council and Harrison Miller of Fidelity Charitable, for a thought-provoking continuing education presentation to learn about the growing trend of contributing complex assets, such as privately-held C-and S-corp stock, limited partnership interests, and certain publicly-traded stock, to public charities. These can often be the most highly appreciated assets in a client’s portfolio and contributing them to charity can potentially minimize capital gains exposure. This presentation is approved for CFP®, CIMA®, CPWA®, and CIMC credit. Choose the number of attendees and register below.
About Harrison Miller
Harrison Miller, CAP is vice president and charitable planning consultant for Fidelity Charitable®, an independent public charity that has helped donors support more than 300,000 nonprofit organizations with $42 billion in grants. The mission of Fidelity Charitable® is to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple, and effective. Mr. Miller assumed his current role in 2017, and has been with Fidelity Charitable across multiple roles since 2011. In his current role, Mr. Miller is a premier resource for charitable planning in the Southeast region. He is responsible for building relationships with advisors, enhancing their understanding of Fidelity Charitable’s donor-advised fund program and discussing ways to incorporate charitable giving into clients’ overall financial and wealth management plans.
