Philanthropy and charitable giving can be a great way to support causes that are important to you while securing your financial legacy. Just as important, charitable giving can strengthen your overall financial picture — as long as you take a strategic approach to your philanthropic efforts.

Shawna Bieda, CFP^® Senior Wealth Advisor at Collins Investment Group recently hosted a webinar with James Carpenter, CAP®, ChFC®, CLU®, VP & Charitable Planning Consultant at Fidelity Charitable, to discuss everything you need to know about charitable planning for 2022. Specifically, they discussed:

• The most popular giving strategies and vehicles
• How “bunching” your giving can provide additional tax savings
• Why you may want to consider donating appreciated securities
• Strategies to maximize the benefits of your philanthropic giving

James Carpenter, CAP®, ChFC®, CLU®

James Carpenter, CAP®, ChFC®, CLU® is a Vice President and Charitable Planning Consultant at Fidelity Charitable, an independent public charity that has helped donors support more than 300,000 nonprofit organizations with over $61 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. Mr. Carpenter assumed his current role in 2017.

In his position, Mr. Carpenter serves as a premier resource on charitable planning for advisors and their clients in the Great Lakes region. He educates advisors on current charitable planning trends and strategies, along with the benefits of leveraging Fidelity Charitable’s donor-advised fund program to help philanthropic clients give more to the charities they support.

Prior to joining Fidelity Charitable, Mr. Carpenter had distribution roles and territory assignments for several global asset management firms, including Schroders Investments, Goldman Sachs, and Legg Mason. In that role, he was responsible for helping financial advisors construct portfolios to manage risk and improve the odds of financial planning success. Prior to the asset management distribution, Mr. Carpenter spent 12 years as a financial advisor focused on retirement planning and insurance.

Shawna Bieda, CFP®

Shawna Bieda, CFP® brings more than 20 years of financial industry experience to XML where she is a CERTIFIED FINANCIAL PLANNER™ Professional and a Senior Wealth Advisor. Her attention to detail and analysis gives her clients comfort in knowing that she is providing well thought-out solutions that help them achieve their financial goals. Her dedication, patience and personal touch build strong, trusting relationships with all generations of each client to bring continuity to their long-term objectives. While she enjoys helping everyone achieve their financial goals, she has a passion for helping women and is particularly sensitive to issues women frequently face such as caring for young ones and elderly parents, losing a spouse or going through a divorce. She listens carefully, challenges when appropriate and advises honestly.

Shawna graduated magna cum laude from the University of Baltimore with a degree in Finance and she holds the FINRA Series 7, 9, 10, 66 registrations and Life and Health Insurance license. She earned her CFP® certification in 2012.

*This webinar is for educational and informational purposes only. Content is not intended to be a recommendation or solicitation for the sale or investment in any product, strategy or service nor should it be perceived as individual advice.