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Documents 1 Integrating Charitable Giving Into Legacy Planning FIDELITY CHARITABLE SERVICES ®

Slide 1 1 Integrating Charitable Giving Into Legacy Planning FIDELITY CHARITABLE SERVICES ® Slide 2 2 Today’s Objectives  Provide an update on charitable giving trends…

Documents Charitable Legacies: A Lawyer’s Perspective Michael Graham, TEP Director.

Charitable Legacies: A Lawyerâs Perspective Michael Graham, TEP Director Overview Wills Legacies IHT & the 36% rate Issues in the Administration Capacity Issues Wills…