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Joe Bui

Fidelity Charitable
Vice President, Charitable Planning Consultant
joseph.bui@fmr.com
(714) 654-3689

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Joe Bui is vice president and charitable planning consultant for Fidelity Charitable®, an independent public charity that has helped donors support more than 240,000 nonprofit organizations with over $27 billion in grants since its inception in 1991. 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 this role, Mr. Bui is a premier resource on charitable planning for advisors and their clients in Southern California. 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 joining Fidelity Charitable, Mr. Bui served as executive director for J.P. Morgan in the Endowments & Foundations Group. He has extensive nonprofit experience in fiduciary investment management, charitable administration, planned giving, and endowment development and governance. Over the course of his 16-year career, he has provided consultation and support to bankers and investors pursuing investment management opportunities with public charities and philanthropic individuals with private foundations, as well as donor advised funds.

Mr. Bui’s nonprofit experience started at the Boys & Girls Clubs of Garden Grove in education programming, after which he joined a corporate foundation in evaluating impact and grant-making. Prior to joining J.P. Morgan, Mr. Bui worked for U.S. Trust as a philanthropic specialist, providing advice and guidance for nonprofits and foundations.

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