Welcome to our informative session where Wealthologists, Becky West Creavin and Patti Janco-Tupper, sit down with Danielle Kelly, a Charitable Planning Consultant at Fidelity Charitable. Danielle explains why donating appreciated securities is more efficient than cash, offering significant tax benefits, including the elimination of capital gains tax. Watch this session to learn how to maximize your charitable contributions and make a greater impact.
