PRESS RELEASES

Amid Talk of Tax Reform, Fiduciary Trust Offers Strategies for Tax-Efficient Charitable Giving

11.08.2017

NEW YORK, NY—November 8, 2017—Fiduciary Trust Company International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton Investments, is marking National Philanthropy Day by providing timely guidance on tax-efficient philanthropy for wealthy individuals and families.

Fiduciary Trust’s team of wealth management experts will discuss how to maximize the benefits of charitable giving in light of potential tax law changes in an upcoming webcast.

On November 14, 2017 at 4pm ET, the firm will host “Charitable Giving Amid Tax Reform: Key Strategies to Consider Before Year End,” with speakers Bryan Kirk, managing director and trust counsel, and Paulina Mejia, regional managing director, trust counsel, and head of the firm’s New York office. Alexandra Pastor, who has been a managing director with Fiduciary Trust for more than 20 years, will serve as moderator for this webcast.

To register for the webcast, visit: Fiduciary Trust's Charitable Webcast.

In addition, Fiduciary Trust’s new guide, “Making the Most of Your Charitable Giving,” is available for download on its website, along with a series of articles focused on making the most of charitable giving before year end. To access the guide—which discusses, among other topics, how to leave a legacy that benefits both heirs and charities—and other educational resources related to charitable giving, visit: http://www.fiduciarytrust.com/charitable-giving

“Many wealthy individuals and families are concerned about how the recent tax reform proposal could affect their charitable giving plans,” said Fiduciary Trust’s Paulina Mejia. “In light of these potential tax law changes, there are strategies some may want to implement before year end.”

About Fiduciary Trust
Fiduciary Trust Company International, a global wealth management firm, has served individuals, families, endowments and foundations since 1931. With over $78 billion in assets under administration and management as of September 30, 2017, the firm specializes in strategic wealth planning, investment management and trust and estate services, as well as tax and custody services. The firm and its subsidiaries maintain offices in New York, Coral Gables, FL, Boca Raton, FL, St. Petersburg, FL, Los Angeles, San Mateo, CA, Washington, DC, Wilmington, DE, Arlington, VA, and London. For more information, please visit fiduciarytrust.com.

About Franklin Resources
Franklin Resources, Inc. (NYSE: BEN) is a global investment management organization operating as Franklin Templeton Investments. Franklin Templeton Investments provides global and domestic investment management to retail, institutional and sovereign wealth clients in over 170 countries. Through specialized teams, the company has expertise across all asset classes—including equity, fixed income, alternative and custom solutions. The company's more than 650 investment professionals are supported by its integrated, worldwide team of risk management professionals and global trading desk network. With offices in over 30 countries, the California-based company has 70 years of investment experience and over $753 billion in assets under management as of September 30, 2017. For more information, please visit franklintempleton.com.

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