Charitable Planning Strategies and Current Giving Trends

Jon and Jim talk with Jim Carpenter, a charitable planning consultant at Fidelity Charitable®, an independent public charity and the nation's top grantmaker, distributing $7.3 billion to charities in 2019. They discuss charitable planning, educating donors on current charitable planning strategies and current giving trends.

Jim Carpenter is a charitable planning consultant at Fidelity Charitable®, an independent public charity and the nation's top grantmaker, distributing $7.3 billion to charities in 2019. Jim serves as a premier resource on charitable planning, educating donors on current charitable planning strategies and trends.

Full Bio: James Carpenter 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 nearly $42 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.

Investment advisory services are offered through Motive Wealth Advisors, a DBA of tru Independence Asset Management, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. Any material discussed is intended for informational purposes only.

It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

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Connect with Jim Carpenter:

Website: www.fmr.com