Optimizing Your Charitable Giving with Brandon O'Neill
Manage episode 381072593 series 2939409
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 various giving strategies that optimize your tax and estate plan.
For more information and show notes, visit: https://bwmplanning.com/episode62
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