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Year-End Charitable Giving Strategies: Learn from the Experts - Pat Soldano

We invite you to join us for year-end charitable giving strategies to consider as we approach the end of 2023.

 

Fiduciary Trust International Director of Estate and Financial Planning and Trust Counsel Bryan Kirk and Philanthropic Director Abby Axelrod-Wunderman will offer their best thinking on topics including:

  • Deciding how much to give and where to focus your giving
  • Determining how to make your gifts: outright, in trust, with a donor advised fund or private foundation
  • Evaluating tax-smart strategies for your giving

 

Date and Time: November 7, 2023 10:00 AM Pacific Time
Duration: 1 hour

 

You will find the discussion valuable if you are interested in engaging in charitable giving during your lifetime or as part of your estate plan or if you are involved with a family foundation or family office.

We hope you can join us.

Who Should Attend?

 

  • Individuals and Families Interested in Charitable Giving

  • Donors and Potential Donors

  • Members of Family Foundations

  • Professionals in Estate Planning and Financial Advisory

  • Family Office Representatives

  • Nonprofit Organizations and Philanthropic Advisors

About Fiduciary Trust International
Growing and Protecting Wealth for Generations. Fiduciary Trust is a wealth management firm founded in 1931 by families for families, with a singular focus on growing and protecting your wealth through generations. We work closely with individuals, families and foundations to build and manage personalized investment portfolios, and to develop estate plans that extend wealth to future generations.

This communication is intended solely to provide general information. The information and opinions stated may change without notice. The information and opinions do not represent a complete analysis of every material fact. Statements of fact have been obtained from sources deemed reliable, but no representation is made as to their completeness or accuracy. The opinions expressed are not intended as individual investment, tax or estate planning advice or as a recommendation of any particular security, strategy or investment product. Please consult your personal advisor to determine whether this information may be appropriate for you.

We hope you’ve enjoyed this article. While you’re here, we have a small favor to ask…

As we prepare for what promises to be a pivotal year for America, we’re asking you to consider becoming a member.

The need for fact-based reporting of issues important to multi generational businesses and protecting a lifetime of savings has never been greater. Now more than ever, multi generational businesses and family businesses are under fire. That’s why Family Enterprise USA is passionately working to increase the awareness of issues important to generationally-owned family businesses built on hard work, while continuing to strengthen our presence on Capitol Hill. The issues we fight for or against with Congress in Washington DC include high income tax rates , possible elimination of valuation discounts, increase in capital gains tax , enactment of a wealth tax , and the continued burden of the gift tax , estate tax and generation skipping tax .


Family Enterprise USA promotes generationally owned family business creation, growth, viability, and sustainability by advocating for family businesses and their lifetime of savings with Congress in Washington DC.  Since 2007, Family Enterprise USA has represented and celebrated all sizes, professions and industries of family-owned enterprises and multi-generational employers. It is a bi-partisan 501.c3 organization. Family foundations can donate.


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Family Enterprise USA is the organization that represents all family businesses on a national level in DC; it is not unique to any industry. Family Enterprise USA is different from other organizations because it represents and advocates for the families of family businesses and the issues, they face running their businesses every day. Our sole mission and purpose is to promote family businesses and their job growth in America. We also support the work of Family Business Centers across the country. We hope your family will choose to be a member of Family Enterprise USA.