Colin Roth’s Post

Amid the “Great Recalibration,” employees want more from their employers than just a paycheck. They want to feel good about where they’re working. Fidelity Charitable’s new report explores how workplace giving programs can build employee satisfaction and loyalty.

Truly humbling to be part of this altruism!

Still searching for that last minute stocking stuffer or holiday gift? Share your passion for charitable giving with a Gift4Giving eGift! This fun functionality enables your friends and family to support charities using funds from your Giving Account. Inspire others to make a difference!

Families are kicking off holiday season traditions by giving thanks and paying it forward. 87% of those who plan to support charities financially this year are planning the same amount, or more, than last year. But will they use the most efficient asset to fuel their giving? Planned giving guidance is more critical than ever! #MoreGiving

Happy GivingTuesday! 💡 If you needed extra motivation, there are over 84 TRILLION reasons for advisors to initiate the charitable planning conversation with clients! The “Great Wealth Transfer” is underway and a substantial amount of this capital will be deployed towards philanthropic objectives and organizations. Don’t delay! For those looking to leverage a donor-advised fund (DAF) vehicle to achieve goals, Fidelity Charitable® has published year-end timing guidelines to be mindful of from a tax planning perspective:

As a new, first-time parent, I am constantly thoughtful about setting the best examples for my daughter and always striving to be the best role model possible. Instilling values at a young age is no easy feat, especially when her main priority is the next episode of Miss Rachel or Peppa Pig.   When the time is right, I am confident that talking about philanthropy, and acts of kindness, will be an easy bridge!

Financial advising is increasingly becoming more than just portfolio management. As we head into Giving Season 2023, we invite you to hone your knowledge about the changing needs of investors, including how charitable giving may help investors and your clients achieve a sense of fulfillment. In this webinar, my colleague Danielle Kelly will discuss several approaches to tax-smart giving with Anand Sekhar and Marc Milic on October 17th. Register today! #MoreGiving

🔊 The S&P 500 is up over 11% year-to-date! Do you have clients with restricted/control stock subject to Rule 144? Don’t miss out on a highly effective philanthropic and tax planning opportunity, not to mention an opportunity to deepen client relationships and uncover new assets for management! #moregiving