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financial planning EDUCATIONAL SERIES 

Lunch Webinar:

How to Evaluate Nonprofits and Smarter Giving Practices

Event Information:

Date: August 29, 2023

Time: 1:00 PM

Location: Virtual - Webinar log in details will be sent after registering

        Maeve Miccio

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

Schedule a Quick Call