Lighthouse

Grow your practice with charitable planning

Looking for CE credits? Check out our advisor education program. Read more

Firms that offer charitable planning have higher growth rates and greater assets under management compared to those that do not.

  7 reasons to offer charitable planning

CE Webinar

Hidden Potential: Donating Alternatives and Complex Assets

June 4, 1:00 - 2:00 p.m. ET

Join Fidelity Charitable® for our upcoming CE webinar to explore the potential tax benefits of donating complex assets and alternative investments and to discuss case studies highlighting opportunities for guiding your clients' tax-smart philanthropy.

This webinar is approved for 1 credit with CFP®, CIMA®, CPWA®, RMA®, and CIMC®.

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-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.