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Beyondcash fidelity

BEYOND CASH: PLANNING STRATEGIES FOR COMPLEX CHARITABLE CONTRIBUTIONS

Cost Free
CPE Credits 1.0 hour
Subject Area Taxes
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Series: Taxes
Course Description

One of the best ways to enhance a client’s holistic financial plan and charitable giving strategy is to identify the best assets to give and the right time to donate them. Charitable donations of complex assets—such as private equity, restricted stock, limited partnership interests, real estate, and other non-publicly traded assets—often provide the most tax-efficient way to support charitable causes. Join our expert panel as they evaluate this often under-utilized approach to charitable giving.

Learning Objectives

  • Discover why complex assets are the most tax-efficient way to give.

  • Learn tips and tricks about the right assets to donate.

  • Uncover which of your clients fit the profile of a potential complex asset donor.

  • Understand how you can help your clients through the donation process.

Linkedin

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.

Linkedin

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.

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About Our Presenter

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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.