Voice from the Hills

A Conversation with Brandon O'Neill EP. 31

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Episode notes

Brandon O’Neill shares some great insight on personally impacting your community, involving the next Generation, and making the most of your generosity.

Brandon's passion is to make charitable giving a part of the financial planning process for more individuals. He is the Charitable Planning Consultant at Fidelity Charitable and serves as a resource to advisors in Texas, Arkansas, Louisiana, New Mexico, Kansas and Oklahoma who seek to deepen client engagement and grow their practice by building charitable giving strategies into their clients’ overall financial and wealth management plans. This includes working with advisors and their clients to strengthen their understanding of the different charitable vehicles, such as donor-advised funds, which can help donors be more strategic in charitable giving and make more of an impact. Fidelity Charitable is an independent public charity and the largest sponsor of donor-advised funds in America. Our mission is to grow the American tradition of philanthropy by providing programs that make giving accessible, simple, and effective. Since 1991, Fidelity Charitable has worked with over 200,000 donors and their advisors to grant $61 Billion to more than 357,000 non-profit organizations across the United States.

Learn more about Silicon Hills Wealth Management here. Silicon Hills Wealth Management is a financial planning and wealth management firm based in Austin, Texas. We provide exceptionally personalized financial planning services, specially designed to impact people’s lives for the better at every level, for a world truly invested.

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