Tax-Efficient Charitable Planning with Fidelity Charitable’s Harrison Miller
In this episode of Money & Meaning, host Jeff Bernier speaks with Harrison Miller, CAP®, Vice President, Charitable Planning Consultant at Fidelity Charitable®—the nation’s largest grantmaker. 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
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TandemGrowth Financial Advisors (“TandemGrowth”), a registered investment adviser, is providing this podcast which is intended for general educational purposes and is not personalized investment advice.
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