Unlocking Complex Assets: Building Charitable Impact and Legacy
email to a friend
About
This Course
This program will help attorneys to understand how giving strategically can benefit clients during big (and often wealth-triggering) life events. Learn about today’s philanthropic landscape, giving vehicle options, gifting the right asset at the right time, and potentially reducing capital gains and estate taxes through charitable giving.
An expert panel will discuss how attorneys can help their clients build their charitable impact during and after life, specifically by contributing complex assets to public charities. Such assets include privately-held C-and S-corp stock, limited partnership interests, and certain publicly-traded stock.
Attorneys of intermediate practice level seeking to further their knowledge to guide their clients on complex assets and charitable giving will benefit from attending this program.
Learning Objectives:
- Recognize the benefits of giving strategically, including what assets to give and the timing of the gift
- Evaluate how to help your client build a charitable legacy
- Apply smart charitable planning effectively for a meaningful solution when clients experience wealth-triggering events, such as the sale of a business or receiving an inheritance
- Identify key client segments to target and consider planning strategies for complex charitable contributions
- List where to turn for support and resources
About the Presenters
Arthur Maginas, JD, CFP
Fidelity Charitable
Practice Area: Business and Corporation
Arthur Maginas is director of the Complex Assets Group at Fidelity Charitable®, an independent public charity that has helped donors support 382,000 nonprofit organizations with nearly $73 billion in grants.The mission of Fidelity Charitable® is to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple, and effective. Mr. Maginas assumed his current role in 2018.In this role, Mr. Maginas works with donors to contribute non-publicly traded assets, such as limited partnership and limited liability corporation interests, private business interests, and restricted stock. Mr. Maginas works closely withdonors and their advisors to provide technical expertise ...
View Details
Richelle Tucker, Esq.
Fidelity Charitable
Practice Area: Corporate Law
Richelle Tucker is Vice President, Compliance Consulting at Fidelity Charitable®, an independent public charity that has helped donors support 382,000 nonprofit organizations with nearly $73 billion in grants.The mission of Fidelity Charitable® is to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple, and effective.In her current role, Ms. Tucker provides compliance leadership to ensure that new programs and offerings tailored to ultra-high net-worth donors comply with federal and state laws. She brings significant technical expertise on sophisticated charitable giving, trusts and estates, and tax-exempt organizations.She assumed her current role in 2022. Prior to ...
View Details
Lexsis Baxter
Fidelity Charitable®
Practice Area: Non-Profit (+ 1 other areas)
Lexsis Baxter is a Philanthropic Practice Consultant at Fidelity Charitable®, an independent public charity that has helped donors support 382,000 nonprofit organizations with nearly $73 billion in grants.The mission of Fidelity Charitable® is to further the American tradition of philanthropy by providing programs that make charitable giving accessible, simple, and effective.Ms. Baxter assumed her current role in 2022. In this role, she serves professional advisors in the Heartland region. She educates them and their clients on Fidelity Charitable’s donor-advised fund program and strategies for smarter charitable giving. Prior to her current role, Ms. Baxter worked as a fundraising associate, where ...
View Details