Instructors Directory > Fidelity Charitable
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Fidelity Charitable
(800) 262-6039
www.fidelitycharitable.org

Fidelity Charitable is a 501(c)(3) public charity established in 1991. We make it easy for donors to leave a lasting impact through philanthropy—in particular, through our donor-advised fund, called the Giving Account.

We have streamlined the process of strategic giving for a broad range of donors, allowing them to contribute many types of assets, and plan their giving more systematically, maximizing their generosity.

Archived Webinars

BEYOND CASH: PLANNING STRATEGIES FOR COMPLEX CHARITABLE CONTRIBUTIONS
Recorded Date August 13, 2018  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Nonprofit Professional, Other     
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Joe Bui

Fidelity Charitable
Vice President, Charitable Planning Consultant
joseph.bui@fmr.com
(714) 654-3689

Professional Bio.

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George Burnette

Fidelity Charitable
Senior Associate, Complex Asset Group
george.burnette@fmr.com
(919) 459-1065

Professional Bio.