With the end of the year fast approaching, John talks with Kyle Casserino, Vice President, Charitable Planning Consultant at Fidelity Investments, about how and why to use a Donor Advised Fund as a strategic tool and as a way to simply giving.  During the episode they discuss: The mechanics of a Donor Advised Fund The opportunities to gift appreciated stocks, small business interest, or other assets in order to potentially receive a income tax deduction and avoid capital gains tax The process for online distributions to registered 501(C)(3)'s  For more information, check out https://www.fidelitycharitable.org/. Or connect to John directly at: https://www.thejohnchapmanshow.com. See omnystudio.com/listener for privacy information.

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