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  • Exit Planning Exchange
Exit Planning Exchange
Nov
29

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

Details

Date & Time

Tue, Nov 29th, 2022 ⋅ 8:00am - 10:00am (EDT)

Location

Where: Virtual - connection upon registration

Tickets

New York & Tri-State Members
$0.00
Non-Members
$0.00
Other XPX Chapter Members
$0.00
Guests

Registrants

21 people attended
RR
Jack Hendler of Avalon Net Worth Group is a member of XPX Tri-State
KC
Danielle Kelly of Fidelity Charitable is a member of XPX Tri-State
DL
+16

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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© 2026 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
RR
Rosie Rudd
ACEM
Jack Hendler of Avalon Net Worth Group is a member of XPX Tri-State
Jack Hendler
Avalon Net Worth Group
KC
Kennedy Chinyamutangira
RSM US LLP
Danielle Kelly of Fidelity Charitable is a member of XPX Tri-State
Danielle Kelly
Fidelity Charitable
DL
Dennis Ladd
FIDELITY Charitable
AM
Arthur Maginas
Fidelity Charitable
Nick Ciampanelli of National Financial Network is a member of XPX Tri-State
Nicholas Ciampanelli
National Financial Network
JS
Joshua Shoshan
Wealthspire
Ken Zinghini of Martin LLP is a member of XPX Fairfield County
Ken Zinghini
Martin LLP
Joseph Pucci of William Blair is a member of XPX Tri-State
Joseph Pucci
William Blair
JV
Jim Vigna
Live Oak Bank
Xavier Lederer of Ambrose Growth is a member of XPX Hartford
Xavier Lederer
Ambrose Growth
AC
Andrew Crofton
Klingstein Fields Advisors
Sharon Bender of Webster Bank is a member of XPX Tri-State
Sharon Bender
Webster Bank
Shelley Miller of ICA Group, Inc. is a member of XPX New York
Shelley Miller
ICA Group
MV
Michael Vanburen
Van Libra Introductions
BC
Brian Califano
AcceleratingCFO LLC
JM
Jason Marx
David Wilson of Sincerus Advisory is a member of XPX New York
David Wilson
Sincerus Advisory
Kevin Kettell of Appraisal Economics is a member of XPX Tri-State
Kevin Kettell
Appraisal Economics
SC
Stephen Chin
Financial Structures and Advisory, Inc.