Print
Email

Email

Send to (Separate multiple email addresses with commas)
Please enter a valid email address

Your email address
Please enter a valid email address

Message (Optional)

Important legal information about the email you will be sending. By using this service, you agree to input your real email address and only send it to people you know. It is a violation of law in some jurisdictions to falsely identify yourself in an email. All information you provide will be used by Fidelity solely for the purpose of sending the email on your behalf. The subject line of the email you send will be "Fidelity.com: "

Email

Your email has been sent.
Share
Share
Mutual Funds and Mutual Fund Investing - Fidelity Investments

Clicking a link will open a new window.
Default text size A
Larger text size A
Largest text size A

Coming together through giving

Discussions about charity and ways of giving back can create meaningful, shared experiences with loved ones. This recorded webinar will examine the importance of keeping an open mind when talking about wealth and philanthropy.

During this recorded event, we will share insights from financial and charitable professionals about the enormous benefits of honest, open family conversations about philanthropy and multigenerational wealth. It will explore the best ways to navigate these discussions as well as:

• How sharing in a philanthropic endeavor can help strengthen bonds between loved ones
• How you can appreciate different philosophies about and approaches to “giving back”
• How some families have discovered unique ways to give back together

Download transcript (PDF) | Download slides (PDF)

Read relevant legal disclosures

The two tools featured in this webinar, Picture Your Legacy^® and Motivational Values^TM, can be purchased online at

Presenters

Marshall Baker, CFP®, CWS

VP, Wealth Management Advisor
Fidelity Investments

Ally Donnelly

Director, Editorial
Fidelity Investments

Rebecca Miller

Director, Philanthropic Strategies
Fidelity Charitable®

Start a conversation
Or, already working one-on-one with us? Schedule an appointmentLog In Required

Get the latest insights
Access articles, webinars, and ideas on wealth planning and investment strategies.

Refer a friend to Fidelity
We'd love to help someone you know reach their goals.

Get timely news, events, and wealth strategies in your inbox weekly

Subscribe to our exclusive Fidelity perspective with Insights from Fidelity Wealth Management^SM.

First name

Last name

Wealth Management Advisors are licensed representatives of Fidelity Personal and Workplace Advisors LLC, and are registered representatives of Fidelity Brokerage Services LLC. Advisory services are provided through Fidelity Personal and Workplace Advisors LLC. Brokerage services are provided through Fidelity Brokerage Services LLC, member NYSE and SIPC, 900 Salem Street, Smithfield, RI 02917. Both are Fidelity Investments companies.

The CFP® certification is offered by the Certified Financial Planner Board of Standards Inc. ("CFP Board"). To obtain the CFP® certification, candidates must pass the comprehensive CFP® Certification examination, pass the CFP® Board's fitness standards for candidates and registrants, agree to abide by the CFP Board's Code of Ethics and Professional Responsibility, and have at least 3 years of qualifying work experience, among other requirements. The CFP Board owns the certification mark CFP® in the U.S.

The Certified Wealth Strategist® (CWS) utilizes a blended learning approach that includes instructor-led training, 13 Wealth Management Issues study guides, online mastery exams, conversation skill builders and eLessons. The learning experience culminates with a Capstone Project: a written document demonstrating a sustainable framework which applies the new knowledge and skills to the practitioner’s business. To be eligible, a candidate must have received a degree from a 4 year accredited school and have three years of client-centered experience in the financial services industry.

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.

21/64, Inc and Fidelity Investments are independent entities and are not legally affiliated.

The third-party trademarks and service marks appearing herein are the property of their respective owners.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

1016109.1.1

Coming together through giving

Marshall Baker, CFP®, CWS

As a Wealth Management Advisor, I help multi-generational families create a comprehensive set of personalized wealth strategies designed for the growth, preservation, and transfer of their wealth. I coordinate the input and involvement of a team of specialists, including Investment Managers, Advanced Planners, Trust Officers and other Fidelity specialists to help with wealth management strategies. Outside of work & family time, you'll find me running steep trails, cycling, skiing and surfing.

Ally Donnelly

Ally Donnelly is a new member of the Fidelity family, having joined in 2021 as an Editorial Director. Her work will focus on communicating with our clients through innovative video and audio content. Prior to joining our team, she was a longtime broadcast television journalist for NBC and NECN in Boston. Her work has been recognized with multiple Edward R. Murrow, Emmy, Associated Press and Gabriel awards throughout New England. Outside of work, Ally loves traveling and exploring the great outdoors with her family. She and her husband are raising their two beautiful daughters (and one wacky dog) on Boston’s South Shore.

Rebecca Miller

Rebecca Miller is a philanthropic strategist for the Private Donor Group at Fidelity Charitable®, an independent public charity that has helped donors support more than 300,000 nonprofit organizations with $42 billion in grants. The mission of Fidelity Charitable is to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple, and effective.

Ms. Miller assumed her current role in 2020. As a philanthropic strategist, she is responsible for providing Fidelity Charitable's most generous donors with guidance, insight and solutions to meet their philanthropic goals. She uses her knowledge of international and domestic grantmaking to help donors find innovative strategies to maximize their charitable giving, including with their Fidelity Charitable donor-advised fund.

Mutual Funds and Mutual Fund Investing - Fidelity Investments

Coming together through giving

Presenters

Marshall Baker, CFP®, CWS

Ally Donnelly

Rebecca Miller

Get timely news, events, and wealth strategies in your inbox weekly

Coming together through giving

Marshall Baker, CFP®, CWS

Ally Donnelly

Rebecca Miller