Creating a Strategic Approach for Charitable Giving with Fidelity

TO:  Staff, Faculty and Academic employees 

FR:  Shira Minerd, Work-Life Resource Coordinator, Human Resources

RE: Creating a Strategic Approach for Charitable Giving with Fidelity

As we approach the end of the year, many are thinking about their end of the year giving, and looking ahead to goals for the coming year.

If you want to take a more strategic approach to your charitable giving this year, enabling you to create a bigger impact with your donations and maximize your tax benefits, one of the first steps is to determine which charitable giving vehicle is right for you.

This webinar will provide a brief review of some of the most common vehicles for charitable giving and how to design your strategic giving plan.

Wednesday, October 19 @ 12pm.  Registration is on Shoreline.

Haven’t logged in to Shoreline before?  

Logging in is easy with your UCSBNetId and password!

Questions or need additional assistance?

Contact Shira Minerd, Work-Life Resource Coordinator

Human Resources