August 29th, 2023: How to Evaluate Nonprofits and Smarter Giving Practices

Join Maeve Miccio, Head of Philanthropic Consulting at Fidelity Investments, for an important look at how to best incorporate philanthropic giving into financial plans. 

This session will highlight the optimal practices for smarter client giving, including:

Evaluating nonprofits (board composition, programs, finances, etc.)

• Identifying your top personal values and how they connect with your philanthropic giving
• Exploring various philanthropic approaches (big vs. small organizations, local vs. global, tried and true vs. new organizations, etc.)
• Developing a personal/family mission statement
• How to involve children and heirs