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DFW NexGen Zoom Lunch & Learn (1 CE)
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DFW NexGen Zoom Lunch & Learn (1 CE)

When: May 27
12:00 - 1:00 PM
Where: ZOOM
United States
Contact: DFW NexGen

Online registration is closed.
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Join us from the comfort of your home or office for a virtual lunch & learn!    ZOOM dial in instructions will be sent prior to the event to everyone who registers online.





CFP CE Credit:  1.0 





This event is complimentary 




How to Incorporate Charitable Planning As Part of a Holistic Wealth Management Offering


Guest Speaker:  Brandon O'Neill, CFP®, CAP® - Vice President, Charitable Planning Consultant - Fidelity Charitable®



In this meeting we will discuss how to incorporate charitable planning as part of a holistic wealth management offering, to deepen client engagement while meeting the growing demand for philanthropic solutions in this environment. A broad range of charitable planning topics including beginner to advanced concepts are available and each session incorporates industry research, trends, key insights from experts, and best practices from top advisors.


We cover the essentials you need to confidently facilitate charitable planning conversations with clients including:


Charitable giving tax strategies- Income Tax Deduction Limits, Capital Gains, Bunching, and Charitable Harvesting,

Common charitable vehicles- Private Foundation, Donor Advised Funds, Charitable Lead and Remainder Trusts.

How to start a charitable conversation with clients-  How, When and Why of making a gift.

Charitable planning best practices- What to look for to best incorporate philanthropy into a client’s wealth plan


About the speaker: Brandon O'Neill is a vice president and charitable planning consultant for Fidelity Charitable®, an independent public charity that has helped donors support more than 278,000 nonprofit organizations with nearly $35 billion in grants since its inceptoin 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.  Mr. O'Neill assumed his current role in 2018. In this role, Mr. O'Neill serves as a premier resource on charitable planning for advisors and their clients in the state of Texas.  He builds relationships with advisors, enhances their understanding of Fidelity Charitable's donor-advised fund program, and discusses ways to incorporate charitable giving into clients' financial and wealth management plans. Prior to joining Fidelity Charitable in 2013, Mr. O'Neill spent five years at Fidelity Investments® in both the retail and institutional businesses. He began his career at Fidelity Investments in January 2008.






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