GrayRobinson Shareholder John Paul "J.P." Bratcher to Speak at Fidelity Charitable Networking Lunch

November 14, 2023

GrayRobinson Shareholder John Paul "J.P." Bratcher will speak about "Year-End Planning Strategies for Complex Charitable Contributions" on a panel during a networking lunch hosted by Fidelity Charitable on Tuesday, November 14, 2023, at The Capital Grille in Naples, Fla. During this thought-provoking discussion and networking lunch, panelists will discuss timely giving strategies to incorporate into year-end planning conversations, the growing trend of donating privately held securities and why these assets are often the most tax-efficient to donate, and how advisors are leveraging charitable giving to engage their clients. Read – GrayRobinson Shareholder John Paul "J.P." Bratcher to Speak at Fidelity Charitable Networking Lunch.