Year-end 2026 presents unique charitable planning opportunities driven by navigating new tax rules, IPOs, liquidity events, market gains, and concentrated stock positions. Â As clients revisit tax and financial planning decisions, charitable giving can serve as a meaningful way to reengage clients, uncover planning opportunities, and deliver value aligned with both their financial and philanthropic goals.
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Join Fidelity Charitable® for this CE webinar to explore the strategies, trends, and considerations most relevant for year-end 2026 and gain practical tools to support client conversations.
This webinar is approved for 1 credit with CFP®, CIMA®, CPWA®, RMA®, and CIMC®.
Fidelity Charitable is the brand name for Fidelity Investments® Charitable Gift Fund, an independent public charity with a donor-advised fund program. Various Fidelity companies provide services to Fidelity Charitable. The Fidelity Charitable name and logo, and Fidelity are registered service marks of FMR LLC, used by Fidelity Charitable under license. Giving Account is a registered service mark of the Trustees of Fidelity Charitable. 1276925.1.0
