Giving Strategies

Giving Strategies aggregates valuable content from thought leaders here at Fidelity Charitable and across the charitable landscape. Their insights can help uncover ways to have even more impact and to measure how to achieve personal giving goals.

Ways to Give

How to choose among charitable vehicles, such as donor-advised funds and private foundations — plus questions to ask when creating a giving strategy.

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Grant Making

Topics include developing trends and innovations in philanthropy, along with in-depth sector research ranging from broad efforts like disaster relief to specific opportunities like innovation in education.

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Family Philanthropy

Involving family in philanthropy can bring generations together, developing and sharing charitable objectives as well as deciding where to give.

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Tax & Estate Planning

Knowing what and when to give plays an essential part in any estate plan. As tax laws change, donors and their advisors need to navigate the new terrain to uncover the right solutions for their situation.

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For Advisors

Information for investment advisors, tax professionals, and attorneys helping clients with charitable planning.

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The Benefactor®

Donors research, learn, and tell their stories of successful philanthropy.

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Tools

Compare giving options and calculate what to give, such as appreciated securities.

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