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Funding Philanthropy with Complex Assets

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 Monday, April 27 | 4:00 pm

Are you offering your clients the most favorable tax solutions? Don’t overlook their charitable giving. One of the best ways advisors can enhance a client’s holistic financial plan and charitable giving strategy is to help them identify the right assets to give and the right time to give them.Much of the wealth transferred in the U.S. is held in non-publicly traded assets – such as private company interests, real estate or oil and gas interests. These often highly appreciated assets were, until recently, a largely untapped source of funding for philanthropic endeavors.Fidelity Charitable’s Karla Valas will walk you through "Funding Philanthropy with Complex Assets”, touching on why giving these types of "complex” assets is often the most tax-efficient way for clients to give; how to identify the right assets to donate and choose the right charitable vehicle; and how advisors can help their philanthropic clients through the donating process.

Presenter: Karla D’Alleva Valasis managing director of the Complex Asset Group for Fidelity Charitable®, an independent public charity with a donor-advised fund program. In her current role, Ms. Valas manages a team of attorneys that bring deep knowledge and technical expertise to donors who wish to contribute sophisticated assets, such as privately held C-corp or S-corp shares, to charity. Ms. Valas and her team work directly with donors, their advisors, and corporate and business lawyers to facilitate charitable transfers of these assets to achieve the most favorable tax treatment with the greatest charitable impact. Since inception, Fidelity Charitable® has made more than $2 billion available for grant-making through its complex assets program.[i] Prior to overseeing the Complex Asset Group for Fidelity Charitable and its unique service offering, beginning in 2001, Ms. Valas was Fidelity Charitable’s chief compliance officer responsible for providing integrated tax, legal and compliance support for the donor advised fund program. Ms. Valas joined Fidelity Investments in 1998, serving in various roles before supporting Fidelity Charitable. Previously, Ms. Valas was an appellate court attorney for the New York Supreme Court Appellate Division Third Judicial Department. Ms. Valas earned her bachelor’s degree in chemistry and sociology from Mount Holyoke College and a juris doctorate from the New England School of Law. She also earned a master of laws degree in taxation from Boston University School of Law. She is admitted to practice law in the Commonwealth of Massachusetts and the State of New York. [i] As of December 31, 2013.

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