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Advisor Resource Center

From industry trends and insights to case studies, articles and more, we have the resources you need to elevate your client's giving strategy. Browse the full library or use the filter to tailor your results.

  1. Using Dollars for Change: Seven Key Insights Into Impact Investing

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

  2. All Eyes on Ukraine: How Americans are Responding to the Ukraine Humanitarian Crisis

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

  3. 2022 Giving Report

    Audience: Advisor, Client

    Topic: About Fidelity Charitable

    Content type: Report

  4. On the Leading Edge

    Audience: Advisor

    Topic: Research and reports

    Content type: Report

  5. Case Study: Donating Restricted Stock

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Case study

  6. Cryptocurrency and philanthropy

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

  7. Impact Investing: At a Tipping Point?

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

  8. 3 trends shaping philanthropy in 2022

    Audience: Advisor, Client

    Topic: Charitable giving essentials

    Content type: Article

  9. FamilyForward Guide

    Audience: Client

    Topic: Family philanthropy

    Content type: Guide

  10. Modernize your company’s giving programs

    Audience: Client

    Topic: Charitable giving essentials

    Content type: Article

  11. Merger & Acquisition Activity Drives Time-Sensitive Charitable Opportunities

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: White paper

  12. Tax-smart giving with equity awards

    Audience: Advisor, Client

    Topic: Tax strategies, Non-cash contributions

    Content type: Article

  13. Charitable Giving and Tax Reform

    Audience: Client

    Topic: Research and reports

    Content type: Report

  14. Fidelity Charitable Giving Account Guide

    Audience: Clients

    Topic: About Fidelity Charitable

    Content type: Guidelines

  15. Charitable Conversation Starters

    Audience: Advisor

    Topic: Charitable giving essentials

    Content type: One-pager

  16. Conversation tips for Advisors: Reaching the next generation

    Audience: Advisor

    Topic: Family philanthropy

    Content type: Article

  17. 2021 Women and Giving

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

  18. Conversation tips for Advisors: Planning a business exit

    Audience: Advisor

    Topic: Tax strategies

    Content type: Article

  19. How Couples Give

    Audience: Advisor, Client

    Topic: Family philanthropy

    Content type: Report

  20. Conversation tips for Advisors: Current year planning

    Audience: Advisor

    Topic: Tax strategies

    Content type: Article

  21. Entrepreneurs as Philanthropists

    Audience: Client

    Topic: Research and reports

    Content type: Report

  22. Conversation tips for Advisors: Offseting a high-income year

    Audience: Advisor

    Topic: Tax strategies

    Content type: Article

  23. Charitable Opportunities for SPAC Investors

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Guide

  24. Conversation tips for Advisors: Minimizing capital gains

    Audience: Advisor

    Topic: Non-cash contributions

    Content type: Article

  25. Fidelity Charitable Corporate Giving

    Audience: Client

    Topic: About Fidelity Charitable

    Content type: One-pager

  26. Tips for clients using a private foundation

    Audience: Advisor

    Topic: Charitable giving essentials

    Content type: Article

  27. Giving Account Administrative Fees

    Audience: Advisor, Client

    Topic: About Fidelity Charitable

    Content type: One-pager

  28. How potential tax reform in 2022 could affect your charitable giving

    Audience: Advisor, Client

    Topic: Tax strategies

    Content type: Article

  29. Charitable Investment Advisor Program Overview

    Audience: Advisor

    Topic: About Fidelity Charitable

    Content type: One-pager

  30. Charitable giving vehicles comparison

    Audience: Advisor, Client

    Topic: Charitable giving essentials

    Content type: Article

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