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)

The two tools featured in this webinar, Picture Your Legacy® and Motivational ValuesTM, can be purchased online at 21/64, Inc.

Presenters

Marshall Baker, CFP®, CWS

Marshall Baker, CFP®, CWS

VP, Wealth Management Advisor
Fidelity Investments

Ally Donnelly

Ally Donnelly

Director, Editorial
Fidelity Investments

Rebecca Miller

Rebecca Miller

Director, Philanthropic Strategies
Fidelity Charitable®