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