In this episode, we visit with Brandon O’Neill, Vice President at Fidelity Charitable. We discuss the mechanics of donor-advised funds, what assets are optimal for gifting, and strategies to optimize your tax and estate plan with various giving strategies.

Show Notes

The 2023 Bank of America Study of Philanthropy: Charitable Giving by Affluent Households

Fidelity Charitable Demo to Search for a Charity

Brandon O’Neill Linkedin¬†


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