Optimizing Your Charitable Giving with Brandon O'Neill

from FPO&G: Financial Planning for Oil & Gas Professionals

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/episode62Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/

Episode metadata supplied by the publisher feed · Published Oct 27, 2023

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Optimizing Your Charitable Giving with Brandon O'Neill

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This episode is 28 minutes long.

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This episode was published on October 27, 2023.

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