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Chalk Talk Episode 4

DONATING STOCK IN A U.S. TAX-ADVANTAGED WAY FOR PRIVATE COMPANY EMPLOYEES

Donating to your favorite charity can be made even easier and more tax-advantaged by understanding how to use a Donor-Advised Fund (DAF). Join experts from Fidelity Charitable to understand how to set up your own DAF and how you may be able to donate private company stock.

Topics will include:

  • What is a donor-advised fund and why should I have one?
  • How do I donate private company stock?
  • Why should I think about all of this before my company sells or goes public?