KAREN HEALD
Managing Director of Philanthropic Strategies Fidelity Charitable
WORKSHOP / Money + GIVING
Boost Your Giving IQ with the Fidelity Charitable® Smarter Giving Workshop
You can give back and make a difference! Improving your comfort and impact with charitable giving efforts is within your reach. Achieving financial wellness and freedom involves actively engaging with your community, embracing generosity, and mastering the art of compassion towards others. With a few proven practices, your philanthropy can be effective and reflect your personal values. Please join Fidelity Charitable® strategy experts to boost your giving IQ.
Participants will learn:
• Align your values with the opportunities and areas of need to create high-impact giving
• Define your near-term (or not-so-near) charitable goals to maximize impact now and develop an action plan to accomplish them
• Imagine a future that reflects the incredibly positive power money and other forms of giving can have for yourself and others
BIO
Karen Heald is Managing Director, Philanthropic Strategies, at Fidelity Charitable ® , an independent 501(c)(3) public charity that has helped donors support more than 406,000 nonprofit organizations with nearly $84.5 billion in grants. The mission of Fidelity Charitable ® is to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple, and effective. In her role, Karen works with many of the county’s most generous and sophisticated philanthropists, providing guidance, insight, and solutions to help them achieve their goals. Before joining Fidelity Charitable in 2007, she worked in fundraising for two Boston-based nonprofit organizations, Dana-Farber Cancer Institute and Pine Street Inn.