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Matt Kain serves as panelist for Fidelity Charitable discussion

October 2019

Charlotte Estate & Wealth Planning Member Matt Kain served as a panelist for the Fidelity Charitable exclusive event titled, “Smart Philanthropy: Planning Strategies for Complex Charitable Solutions,” held on October 30. Kain was joined by others from GreerWalker and Fidelity Charitable to discuss strategic philanthropy with a specific focus on gifts of non-publicly traded assets as charitable contributions.

The session helped advisors discover why complex assets are the most tax-efficient way to give, learn tips and tricks about the right assets to donate and gain an understanding on how to guide clients through the donation process.