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George Burnette

Fidelity Charitable
Senior Associate, Complex Asset Group
george.burnette@fmr.com
(919) 459-1065

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George Burnette is a senior complex asset advisor for the advanced planning group at Fidelity Charitable®, an independent public charity that has helped donors support nearly 255,000 nonprofit organizations with nearly $30 billion in grants since its inception in 1991. The mission of Fidelity Charitable® is to further the American tradition of philanthropy by providing programs that make charitable giving accessible, simple and effective. Mr. Burnette assumed his current position in 2017.

In this role, Mr. Burnette works to facilitate charitable contributions of non-publicly traded assets allowing donors to achieve the most favorable tax treatment with the greatest charitable impact. Mr. Burnette supports the advanced planning and complex assets group in working with donors and their advisors to provide technical expertise and educational resources before, during, and after the gifting process.

Prior to joining Fidelity Charitable, Mr. Burnette was a trust and estates attorney with Hemphill, Gelder & Monroe, P.C. in Raleigh, North Carolina. In this role, he was responsible for business development and advising clients on various estate planning matters, business planning tools, and tax strategies to effectively plan for a variety of issues including intra-family wealth transfers, estate taxes, charitable giving, and closely held business interests.

About Us:

Fidelity Charitable is a 501(c)(3) public charity established in 1991. We make it easy for donors to leave a lasting impact through philanthropy—in particular, through our donor-advised fund, called the Giving Account.

We have streamlined the process of strategic giving for a broad range of donors, allowing them to contribute many types of assets, and plan their giving more systematically, maximizing their generosity.

Archived Webinars Offered

BEYOND CASH: PLANNING STRATEGIES FOR COMPLEX CHARITABLE CONTRIBUTIONS

Date RecordedAugust 13, 2018  CostFREE  Course Length1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Nonprofit Professional, Other