With every dollar you save in taxes, you have the opportunity to spend more on the betterment of your community.
Are you ready to get the biggest charitable bang for your buck?
In this episode, Kevin Kaylakie speaks with Brandon O’Neill, CFP®, CAP®, a charitable planning consultant for Fidelity Charitable. They unpack strategies to help you amplify your charitable impact through donor-advised funds (DAFs). Brandon also shares ways in which Fidelity Charitable® helps donors make tax-efficient contributions to their favorite charities.
Brandon discusses:
- The benefits of DAFs over private foundations and Charitable LLCs
- How to know if DAFs are ideal for you
- Reasons to donate appreciated assets (including cryptocurrency!) instead of cash
- Unique gift planning ideas to improve tax deductibility
- Potential limitations of donor-advised funds
- And more
Resources
Connect With Brandon O’Neill:
Connect With SineCera Capital:
- kevin@sineceracapital.com
- connee@sineceracapital.com
- adam@sineceracapital.com
- (512) 980-4600
- SineCera Capital
- LinkedIn: Kevin Kaylakie
- LinkedIn: Connee Sullivan
- LinkedIn: Adam Packer
About Our Guest:
Brandon O’Neill, is a Charitable Planning Consultant for Fidelity Charitable, an independent public charity that has helped donors support more than 328,000 nonprofit organizations with nearly $51 billion in grants since its inception in 1991. In this role, Brandon serves as a premier resource for charitable planning in the South Central Region of the United States. Where it is his responsibility to build relationships with financial advisors, to discuss ways to incorporate charitable giving into clients’ overall financial and wealth management plans. Brandon has held the Certified Financial Planner designation since 2011 and is also a Charter Advisor in Philanthropy holder.
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