29
Nov
XPX NEW YORK (Virtual): ‘GIVING TUESDAY’ WEBINAR: THE PHILANTHROPIC POWER OF PRIVATE EQUITY
Date & Time
Tue, Nov 29th, 2022 ⋅ 8:00am - 10:00am (EST)
Location
Where: Virtual - connection upon registration
Status
XPX Registration Closed
Price
New York & Tri-State Members
$0.00
Non-Members
$0.00
Other XPX Chapter Members
$0.00
Registrants
21
people attended
+16
Registrants
Going (21)
There is a growing trend of contributing private equity interests (such as privately held C-corp stock, LP interests, LLC (GP) interests, and Co-Invest interests) to public charities. Please join Fidelity Charitable® to discuss the strategies used by private equity firms and their professionals to accomplish charitable giving using these privately held assets.
Key event highlights include:
- Discover why complex assets are the most tax-efficient way to give.
- Learn tips and tricks for incorporating this strategy into your planning for private equity professionals and business owners.
- Understand how you can help your clients through the donation process.
Our Speakers:
Arthur Maginas
Director, Complex Assets
Fidelity Charitable
Danielle Kelly
Charitable Planning Consultant
Fidelity Charitable
Dennis Ladd
Charitable Planning Consultant
Fidelity Charitable
Virtual Event Pricing: FREE
Registration is required in order to obtain the zoom number.
Date & Time
Tue, Nov 29th, 2022 ⋅ 8:00am - 10:00am (EST)
Location
Where: Virtual - connection upon registration
Status
XPX Registration Closed
Price
New York & Tri-State Members
$0.00
Non-Members
$0.00
Other XPX Chapter Members
$0.00
Registrants
21
people attended
+16
Registrants
Going (21)
There is a growing trend of contributing private equity interests (such as privately held C-corp stock, LP interests, LLC (GP) interests, and Co-Invest interests) to public charities. Please join Fidelity Charitable® to discuss the strategies used by private equity firms and their professionals to accomplish charitable giving using these privately held assets.
Key event highlights include:
- Discover why complex assets are the most tax-efficient way to give.
- Learn tips and tricks for incorporating this strategy into your planning for private equity professionals and business owners.
- Understand how you can help your clients through the donation process.
Our Speakers:
Arthur Maginas
Director, Complex Assets
Fidelity Charitable
Danielle Kelly
Charitable Planning Consultant
Fidelity Charitable
Dennis Ladd
Charitable Planning Consultant
Fidelity Charitable
Virtual Event Pricing: FREE
Registration is required in order to obtain the zoom number.
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