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Optimizing Your Charitable Giving with Brandon O'Neill
Manage episode 381072593 series 2939409
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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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