Tax-Efficient Charitable Planning with Fidelity Charitable’s Harrison Miller
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Show Notes
In this episode of Money & Meaning, host Jeff Bernier speaks with Harrison Miller, Charitable Planning Consultant at Fidelity Charitable—the nation's largest grant maker. They explore how donor-advised funds offer families, business owners, and advisors strategic, tax-efficient ways to approach charitable giving. Harrison shares how these vehicles help donors align generosity with their values, optimize tax timing, and even involve future generations in giving.
Topics covered:
● Harrison’s career path and role at Fidelity Charitable
● What donor-advised funds are and how they work
● Tax benefits of contributing appreciated assets
● Strategic giving through bunching and timing deductions
● Differences between national donor-advised funds and community foundations
● Managing investments within donor-advised funds
● How grants are made to charities from the fund
● Contributing privately held assets and the planning required
● Using donor-advised funds to engage the next generation
● Options for fund succession and estate planning
● Current trends in charitable giving and legislative considerations
● Why donor-advised funds are gaining popularity over private foundations
Useful Links:
- Jeff Bernier on LinkedIn: https://www.linkedin.com/posts/jeffberniercfp_the-money-and-meaning-show-activity-7202103509700227072-h0Qn/
- TandemGrowth Financial Advisors: https://www.tandemgrowth.com/
- Harrison Miller on LinkedIn: https://www.linkedin.com/in/harrisonmiller