Guests: Pamela Norley, President, Fidelity Charitable; Elda Di Re, Private Client Services Leader, National Tax Department, EY. Consuelo Mack WealthTrack presents a new philanthropy special on how to maximize the effectiveness of charitable giving. Her guests are Pamela Norley, president of Fidelity Charitable, the oldest donor-advised fund (DAF) and the second-largest grantmaker in the country, and Elda Di Re, private client services leader of EY's National Tax Department. They discuss how to simplify, organize and maximize charitable giving and tax deductions, including identifying well-run charities and donating illiquid assets like real estate and art.
