Ask the experts: Strategies and tactics for using complex assets for charitable giving

Charitable contributions of non-cash assets, also known as complex assets, can be an effective and tax-efficient method of giving. Contributing these types of assets to charity, however, can be complicated and is filled with technical requirements and potential pitfalls. Fidelity Charitable® simplifies the process with the knowledge and experience to get the job done correctly, promptly, and with all appropriate follow-through.

One of the best ways to enhance a client’s holistic financial plan and charitable giving strategy is to identify the best assets to give and the right time to donate them. In this video our expert panel answers questions about this often under-utilized approach to charitable giving.