Grow your practice with charitable planning
Firms that offer charitable planning have higher growth rates and greater assets under management compared to those that do not.
Upcoming CE Webinar
Legacy by design: Estate planning and tax-smart charitable giving
Wednesday, August 26, 2-3 p.m. ET
Join Fidelity Charitable to explore practical strategies for incorporating charitable planning into estate planning conversations and discover ways to help clients align their wealth, values, and legacy goals.
This webinar qualifies for 1 credit hour with CFP®, CIMA®, CPWA®, RMA®, CIMC®, AEP®, CEP®, and MCEP®.
We make it easier to deliver charitable planning to your clients.
After 30+ years working with advisors, we know how to support your practice.
In addition to our zero-minimum Giving Account we offer:
Our in-field charitable experts and dedicated support group have the expertise to support you and your clients.
The Charitable Investment Advisor Program allows eligible advisors to manage assets contributed by their clients
Our in-house Complex Assets Group has years of experience with donating non-publicly traded assets.
Practice Management & Consulting is our premier advisor education program offering CE credits.
Our Private Donor Group with best-in-class service for your most generous clients.
Our Philanthropic Advice Referral Network offers custom services for your firm or clients.