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CHALK TALK WITH CARINE

WATCH ON-DEMAND!

DONATING STOCK IN A U.S. TAX-ADVANTAGED WAY FOR PRIVATE COMPANY EMPLOYEES

Donating to your favorite charity can be made even easier and more tax-advantaged by understanding how to use a Donor-Advised Fund (DAF). Join experts from Fidelity Charitable to understand how to set up your own DAF and how you may be able to donate private company stock.

 Topics will include:

  • What is a donor-advised fund and why should I have one?
  • How do I donate private company stock?
  • Why should I think about all of this before my company sells or goes public?
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Host

Carine Schneider President
AST Private Company Solutions

Carine Schneider, FGE is the President of AST PCS, which is the maker of Astrella. Carine was formerly the President of Nasdaq Private Market, CEO of numerous startups and a Partner at PwC.

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Guest

Amy Grossman Vice President, JD, CAP, Complex Asset Group FIDELITY Charitable

Amy Grossman is VP at Fidelity Charitable®, an independent public charity that has helped donors support more than 220,000 nonprofit organizations. Ms. Grossman received her bachelor of arts degree, magna cum laude, from University of Pennsylvania and her juris doctorate, cum laude, from Boston University School of Law. She is admitted to practice law in the State of California.

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Guest

Margot Navins Vice President,  Corporate &  Executive Giving 
FIDELITY  Charitable

Margot Navins is also VP of corporate and executive giving at Fidelity Charitable®. She has a Bachelor of Arts degree from Trinity College and is a Charted Advisor in Philanthropy (CAP).