Charitable Giving Strategies
Making a Difference in Three Rivers Parks through Charitable Giving. Webinar hosted by the Three Rivers Park District Foundation, with subject matter experts from Fidelity Investments.
Your information will be kept confidential, and not shared with Fidelity Investments without your permission.
Meet us over the lunch hour in October, 2023 at 12PM. (Specific Date TBD) This Zoom seminar is free and open to all.
Hosted by Three Rivers Park District Foundation with information presented
by Fidelity.
Fidelity is an industry leader in financial planning and their expert financial advisors will discuss ways you can maximize your generosity or plan for a legacy. Fidelity has programs supporting the tradition of philanthropy for a broad range of donors.
Are you looking for ways to make a lasting impact on the Three Rivers Parks that you love? Are you curious about how to leave a legacy for future generations of park goers? Attend this informational seminar, and learn about ways to fulfill your philanthropic passions. Fidelity will discuss various strategies and vehicles for charitable giving as well as answer your questions.
Giving Accounts
Variety of choices based on your philanthropic goals, preferred types of assets and risk tolerance.
Charitable Trusts
Learn how a charitable lead trust works and the flexibility it provides.
Donating Assets
What are the benefits of donating long-term appreciated securities, stocks, or other assets?
Foundations
Learn about foundations and how they compare to donor-advised funds.
Sustainable Investing
There are sustainable and impact investing tools that consider environmental factors while also emphasizing financial returns.
Estate Planning
A direct contribution of retirement assets to charity can be a tax-smart estate planning strategy.
