Webinar | The Power of a Donor-Advised Fund

    | March 24, 2021

    Strategic philanthropy is a powerful way to support great causes and reduce your annual tax exposure. For wealthy individuals and families, the donor-advised fund (DAF) has become one of the most popular giving vehicles in the nation, and at Fidelity alone, grants from DAFs supported over 142,000 unique organizations in 2018.1

    With all of this mind, we recently held a webinar focused on DAFs.

    Watch the webinar recording now to learn…

    • What types of assets you can donate to a DAF
    • How a DAF can help you avoid capital gains taxes and capture deductions
    • Innovative ways to leverage a DAF, including grants and legacy giving
    • How DAFs compare to the other philanthropic vehicles that are in use today

    Fidelity Charitable, 2019 Giving Report

     

     

    Meet the presenters:
     

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    Paige Robinson
    Paige Robinson is a charitable planning associate at Fidelity Charitable®, an independent public charity that has helped donors support 278,000 nonprofit organizations with nearly $35 billion in grants. The mission of Fidelity Charitable® is to further the American tradition of philanthropy by providing programs that make charitable giving accessible, simple and effective. Ms. Robinson assumed her current role in 2017.

    In this role, Ms. Robinson works with advisors in the Great Lakes region to enhance their understanding of Fidelity Charitable’s donor-advised fund program and discuss ways to incorporate charitable giving into clients' overall financial and wealth management plans.

     


     

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    Lauren Genuardi
    For Telemus' Chicago office clients, Ms. Genuardi manages portfolios and creates and implements asset allocations. As such, Lauren is involved with detailed manager research and analysis. As well, she develops financial plans and is instrumental in equity and mutual fund research as it relates to client financial and investment goals.

    Previously, she was employed by Barrington Strategic Wealth Management Group and Dearborn Partners in similar capacities. Prior to that, she worked at Mesirow Financial Investment Management and as a securities trade assistant for Henry Crown and Company. Lauren has spent her entire career in wealth management with an emphasis on securities and manager analysis, asset allocation, and serving significant clients and families.

    Lauren Genuardi

    Lauren has been a member of the Telemus team since 2017. As a Financial Life Advisor, Lauren manages portfolios and creates and implements asset allocations. She develops financial plans and is instrumental in equity and mutual fund research as it relates to client financial and investment goals.

    Lauren Genuardi lgenuardi@telemus.com

    PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. Investment decisions should always be made based on the client's specific financial needs, goals and objectives, time horizon and risk tolerance. Current and future portfolio holdings are subject to risk. Risks may include interest-rate risk, market risk, inflation risk, deflation risk, currency risk, reinvestment risk, business risk, liquidity risk, financial risk, and cybersecurity risk. These risks are more fully described in Telemus Capital's Firm Brochure (Part 2A of Form ADV), which is available upon request. Telemus Capital does not guarantee the results of any investments. Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, and may lose value.

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