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                GROWTH. TRANSFER. LEGACY.

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XPX New York: Legacy and Charitable Planning

  • December 12, 2019
  • 8:15 AM - 9:45 AM
  • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)


Margot Navins, Fidelity Charitable’s VP, Charitable Planning Consultant will discuss critical planning considerations for business owners and family members ahead of a sale of their business.

Margot will lead an interactive discussion on the following topics:

  • Legacy
  • Charitable Giving
  • Family objectives and dynamics

Be prepared to share your experiences as she will engage members in the audience to share their best practices and client stories.

Our Speaker:

Margot Navins, Vice President, Charitable Planning Consultant of Fidelity Charitable

Margot Navins is vice president and charitable planning consultant at Fidelity Charitable®, an independent public charity. The mission of Fidelity Charitable is to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple, and effective. Margot serves as a charitable planning resource to advisors and their clients in the Tri-state area. In this role, it is her responsibility to build relationships with advisors, enhance their understanding of Fidelity Charitable’s donor-advised fund program and discuss ways to incorporate charitable giving strategies into clients' overall financial and wealth management plans. These conversations include working with business owners and their team of advisors sharing the benefits of donating closely-held business interests prior to a transaction.

  • Serves as a charitable planning resource for advisors and their clients in the Tri-State area
  • Has been with Fidelity Charitable 11 years, also worked at Windward Investment Management in Boston
  • Serves locally on the boards of both the Estate Planning Council and also the Exit Planning Exchange both in Fairfield County. Also serves on the board of Sacred Heart in Greenwich
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