Joe Bui is vice president and charitable planning consultant for Fidelity Charitable®, an independent public charity that has helped donors support more than 240,000 nonprofit organizations with over $27 billion in grants since its inception 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.

In this role, Mr. Bui is a premier resource on charitable planning for advisors and their clients in Southern California. He educates advisors on current charitable planning trends and strategies, along with leveraging the benefits of Fidelity Charitable’s donor-advised fund program, to help philanthropic clients give more to the charities they support.

Prior to joining Fidelity Charitable, Mr. Bui served as executive director for J.P. Morgan in the Endowments & Foundations Group. He has extensive nonprofit experience in fiduciary investment management, charitable administration, planned giving, and endowment development and governance. Over the course of his 16-year career, he has provided consultation and support to bankers and investors pursuing investment management opportunities with public charities and philanthropic individuals with private foundations, as well as donor advised funds.

Mr. Bui’s nonprofit experience started at the Boys & Girls Clubs of Garden Grove in education programming, after which he joined a corporate foundation in evaluating impact and grant-making. Prior to joining J.P. Morgan, Mr. Bui worked for U.S. Trust as a philanthropic specialist, providing advice and guidance for nonprofits and foundations.

George Burnette is a senior complex asset advisor for the advanced planning group at Fidelity Charitable®, an independent public charity that has helped donors support nearly 255,000 nonprofit organizations with nearly $30 billion in grants since its inception in 1991. The mission of Fidelity Charitable® is to further the American tradition of philanthropy by providing programs that make charitable giving accessible, simple and effective. Mr. Burnette assumed his current position in 2017.

In this role, Mr. Burnette works to facilitate charitable contributions of non-publicly traded assets allowing donors to achieve the most favorable tax treatment with the greatest charitable impact. Mr. Burnette supports the advanced planning and complex assets group in working with donors and their advisors to provide technical expertise and educational resources before, during, and after the gifting process.

Prior to joining Fidelity Charitable, Mr. Burnette was a trust and estates attorney with Hemphill, Gelder & Monroe, P.C. in Raleigh, North Carolina. In this role, he was responsible for business development and advising clients on various estate planning matters, business planning tools, and tax strategies to effectively plan for a variety of issues including intra-family wealth transfers, estate taxes, charitable giving, and closely held business interests.