Donating Complex Assets to Charity

Date: Tuesday, March 14, 2017
Time: 5:30pm - 8:00pm
Location: The Vue Grille & Bar
Speaker: Amy Grossman

TUES. MARCH 14TH, 2017

Meeting Hosted By: HighTower Palm Desert

Keynote Speaker: Amy Grossman of Fidelity Charitable

Topic: "Donating Complex Assets to Charity: Case Studies and Best Practices"

Introduction - This presentation will examine the benefits and key considerations behind the growing trend of helping clients contribute complex assets - such as private company, limited partnership interests and other non-public assets - to public charities. Discussion includes best practices for recognizing opportunities and conversation tips.

Amy M. Grossman is vice president at Fidelity Charitable®, an independent public charity that has helped donors support more than 220,000 nonprofit organizations with over $23 billion in grants since its inception in 1991. The mission of Fidelity Charitable® is to further the American tradition of philanthropy by providing programs that make charitable giving simple and effective.  She brings significant knowledge and technical expertise to donors who wish to contribute sophisticated assets, such as privately held C-corp or S-corp shares, to charity. Ms. Grossman works directly with donors, their advisors, and corporate and business lawyers to facilitate charitable contributions of these assets to achieve the most favorable tax treatment with the greatest charitable impact.

Prior to joining Fidelity Charitable, Ms. Grossman was a Managing Director in  the private banking division at Credit Suisse where she held various leadership roles including head of the Corporate and Executive Services Group, which specialized in diversification strategies for holders of concentrated equity positions. Before that she was vice president and restricted stock specialist at Montgomery Securities. She was also an attorney for Thelen, Marin, Johnson & Bridges, LLC in San Francisco.

Ms. Grossman’s strength is providing strategic advice on the full spectrum of monetization, hedging and diversification strategies, as well as estate and gift tax planning for pre- and post-liquidity events. 

Ms. Grossman received her bachelor of arts degree, magna cum laude, from University of Pennsylvania and her juris doctorate, cum laude, from Boston University School of Law. She is admitted to practice law in the State of California.

About Fidelity Charitable
Fidelity Charitable allows donors to establish a dedicated donor-advised fund to support their favorite charities in the short-term as well as create a systematic plan for longer term philanthropic goals.  Established in 1991, Fidelity Charitable launched the first national donor-advised fund program and continues to offer innovative solutions to both donors and their advisors.  Since its inception, investment options at Fidelity Charitable have generated more than $3.3 billion[1] available for charitable purposes, above the contributions received from donors. For more information, visit:

[1] Based on cumulative contributions since inception minus cumulative grants since inception, subtracted from current assets
     as of June 30, 2016. (592816.3.0)


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