The Power of Donating Complex Assets - Trends, Opportunities and Considerations

Speaker: Mike Hoffman VP & Charitable Planning Consultant, Fidelity Charitable Michael Hoffman is vice president and charitable planning consultant for Fidelity Charitable®, an independent public charity with a national donor-advised fund program, that has been helping advisors and their clients achieve their philanthropic goals for the past 20 years. The mission of Fidelity Charitable®, one of the nation’s largest public charities* is to further the American tradition of philanthropy by providing programs that make charitable giving simple and effective. As a premier resource for charitable planning in the Great Lakes region, Michael educates advisors about donor-advised funds at Fidelity Charitable and ways to incorporate charitable giving in clients' overall financial and wealth management plans. Prior to joining Fidelity Charitable in early 2010, Mike was senior vice president for Deutsche Bank in Pittsburgh and Upstate New York, and vice president of Fidelity Investments Institutional Services in Orlando. Mike’s focus in these roles was on developing institutional relationships. Mike received a Bachelor of Arts degree in history from Villanova University and a Masters of Science degree in education from Duquesne University. Mike is a Chartered Advisor in Philanthropy (CAP). He is also a Partner with Pittsburgh Social Venture Partners. * The Philanthropy 400, The Chronicle of Philanthropy, October 2012 (based on contributions from individuals, foundations, and corporations) Fidelity Charitable is the brand name for Fidelity® Charitable Gift Fund, an independent public charity with a donor-advised fund program. Various Fidelity companies provide services to Fidelity Charitable. The Fidelity Charitable name and logo, and Fidelity are registered service marks, of FMR LLC, used by Fidelity Charitable under license. 592816.2.0