Charitable Planning Essentials and Family Philanthropy

When:  Apr 16, 2019 from 2:00 PM to 3:00 PM (ET)
The April 2019 Tax & Estate Planning Knowledge Circle presentation will be held on Tuesday, April 16th at 2 pm ET.

Guest speaker Brandon O'Neill with Fidelity Charitable will be presenting, 'Charitable Planning Essentials and Family Philanthropy.'

This presentation covers the essentials charitable planning topics to confidently facilitate charitable planning conversations with clients including philanthropic tax strategies, the differences among charitable vehicles, best practices for recognizing opportunities, conversation tips, and more.

Brandon O’Neill, CFP® CAP®, is a Vice President and Charitable Planning Consultant for Fidelity Charitable®, an independent public charity that has helped donors support more than 260,000 nonprofit organizations with over $30 billion in grants since its inception in 1991.1 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 his role, Mr. O’Neill is a premier resource to advisors in the legal, tax, and wealth management advisory communities in Texas. He educates advisors on current charitable planning trends and strategies, along with leveraging the benefits of Fidelity Charitable’s donor-advised fund program, to help philanthropic clients give more to the charities they support.

Prior to this role, Brandon was a Regional Vice President for Fidelity Charitable, where it was his responsibility to build relationships with the Fidelity Investments® Investor Centers to enhance and support branch management and representatives’ understanding of the donor-advised fund program. Brandon is a 10 year Fidelity Veteran with the first 5 years spent in both the retail and institutional side of Fidelity Investments ®.


Online Instructions:
Login: Dial by your location +1 929 205 6099 US (New York) +1 669 900 6833 US (San Jose) Meeting ID: 562 754 468 Find your local number: