29
Nov

XPX NEW YORK (Virtual): ‘GIVING TUESDAY’ WEBINAR: THE PHILANTHROPIC POWER OF PRIVATE EQUITY

Event Information

Date & Time

Tue, Nov 29th, 2022
8:00am (EST)

Location

Where: Virtual - connection upon registration

Status

XPX Registration Closed

Price

Non-Members
$0.00

Registrants

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.