Charitable Strategist | Planned Giving | Major Gifts | Practice Management | Entrepreneurs | Next Gen
Calling all Wealth, Investment, Legal, Tax, and M&A advisors -> Are you familiar with the Fidelity Charitable® Gift4Giving Program? We are seeing advisors and home offices using this incredible tool to: ✔ Enable less-engaged friends and family members of clients to participate in philanthropy ✔ Celebrate employee achievements and milestones ✔ Engage their own family around charitable passions and cause areas Check it out and inspire others to #makeadifference
I love the Gift4Giving program! It's such a meaningful gift and always makes for a great bonding experience with loved ones.
Head of Strategic Account Relationship Management, Fidelity Charitable | Board Chair, MicroLoan Foundation USA
1yThis is a great way to engage clients!