Nearly half of high-net-worth donors aren’t using tax-savvy methods that could help them give more.1 Don’t miss the opportunity to position yourself as a go-to expert for your clients by having the charitable conversation.
By incorporating charitable planning, you can:
12016 The Giving Gap Report
Our donor-advised fund, the Giving Account, can simplify your clients’ giving, provide significant tax advantages and help them give more to the causes they care about.
As the largest donor-advised fund sponsoring organization with 30 years of experience, we have the charitable planning expertise to help you provide value-added advice to your clients and grow your business.
After 30 years of working together, we know how to support your practice. We offer:
2The Chronicle of Philanthropy, “Philanthropy 400” (2016), based on charitable contributions received over the course of a year.
Fidelity Charitable sponsors the largest donor-advised fund program in the country, giving your clients access to a level of unmatched experience and service.