PLANNING STRATEGIES FOR COMPLEX CHARITABLE CONTRIBUTIONS
Fidelity Charitable® is an independent public charity that has helped donors support more than 300,000 nonprofit organizations with $42 billion in grants.1 The mission of Fidelity Charitable® is to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple, and effective. Mrs. Bircher assumed her current role in 2017.
Amy M. Grossman, J.D. is vice president of the Complex Assets Group at Fidelity Charitable®. In her current role, she brings significant knowledge and technical expertise to donors who wish to contribute sophisticated assets, such as privately held business interests, to charity. Ms. Grossman works directly with donors, their advisors, and corporate and business lawyers to facilitate charitable contributions of these assets to achieve the most favorable tax treatment with the greatest charitable impact.
Colby Bircher is a Vice President and Charitable Planning Consultant at Fidelity Charitable®. In this role, Mrs. Bircher is a premier resource for charitable planning in the Northwest region. She is responsible for building relationships with advisors, enhancing their understanding of Fidelity Charitable’s donor-advised fund program and discussing ways to incorporate charitable giving into clients' overall financial and wealth management plans.
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