Tax-Efficient Charitable Planning with Fidelity Charitable’s Harrison Miller

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