Navigating Charitable Giving & Stewardship in the Family Business 

You, like so many other family and non-family businesses alike, want to make charitable contributions, giving back to the community that supports you. But there are so many questions! How much should we give? To what causes? How do we respond to community requests? Employee requests? Family member requests? Most importantly, how can we make our giving a more positive experience and instill the value of giving in the future leaders, and stewards, of the family business legacy?

Join us for this members-only breakfast as a panel of experts share detailed information on the many aspects of charitable giving and how to incorporate it into your family business.

WHAT YOU WILL LEARN:

• Various ways to achieve family business philanthropy: cash gifts, donor-advised funds, family foundations, etc.
• What is a family foundation and how to set one up
• How the values of the business can be tangibly demonstrated through charitable giving
• What kind of advisors should be on your team to assist with your wealth management

Register Now!

*This event is free to all IFBE member families and partners. Please inquire for code.

MEET THE EXPERTS

                   

Jim Coutre                                    Nathan Daley
VP, Insights & Connections         VP, Head of Complex Assets Group
Fidelity Family Office                   Fidelity Charitable

 

 

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