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Differentiate your business

Offering charitable planning is a strategic way to deepen client engagement, strengthen your relationships, reach a new generation of clients and meet today’s high demand for charitable planning services.


of high-net-worth clients contribute to charities annually and the majority are looking to you for help


of advisors offer charitable planning advice, which leaves a huge untapped opportunity

2012 Bank of America Study of High-Net-Worth Philanthropy, conducted by the Center of Philanthropy at Indiana University.

Easily integrate charitable planning into client conversations

There are many opportunities to discuss charitable planning with your clients, including a number of situations you’re likely already helping them with today.You could help them minimize their tax burden while also maximizing the impact of their charitable giving. Learn the triggers and talking points you can use to put this untapped opportunity to work.

Understand charitable giving solutions

The majority of Americans are still giving to charity with cash—the least efficient way to give. You’re in the best position to help them be more strategic. There are a number of charitable vehicles you can offer. Get to know them all, so you can better inform your clients, and learn why the growth of donor-advised funds is outpacing private foundations at a rate of 3 to 1.1

1 National Philanthropic Trust, DAF Report 2013

The Giving Account

See how our donor-advised fund works for your clients.

Learn about the Giving Account

Get support when you need it

Think of Fidelity Charitable as your strategic ally. With over 20 years experience and the largest donor-advised fund program in the nation, we have the expertise and resources you need to hone your knowledge of charitable giving.

Resources & education

We have a wide range of resources to help you make the most of your charitable planning offering. Take advantage of our expertise to supplement your own.

Giving strategies

Access a wealth of cross-discipline resources from our experts—technical tax strategies, practice management programs, client insights and more.

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Network with other leaders and learn actionable insights to help you grow your business and better serve your clients.

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We've made it easier for you to meet your clients' charitable giving goals by having Giving Account forms and brochures all in one place.

View the toolkit


Enjoy less paperwork and faster turnaround times with GivingCentral. Just log in to set up new Giving Accounts for your clients and manage existing ones.

Learn about GivingCentral

Questions? Talk to a charitable planning consultant.

Call 1-800-262-6039 or connect with an expert