Financial advisor talking to clients

Differentiate
your business

For Advisors

Why philanthropy?

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:

  • Maximize the impact of your clients’ giving
  • Reinforce the breadth of your wealth management expertise
  • Deepen client relationships and establish new ones
  • Engage the next generation

12016 The Giving Gap Report

Why Fidelity Charitable?

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.

We’re here for you, too. Think of Fidelity Charitable as your extended team. As the largest donor-advised fund sponsoring organization with more than 25 years of experience, we have the charitable planning expertise to help you provide value-added advice to your clients and grow your business.

What is a donor-advised fund?

Think of Fidelity Charitable as your ally

Greater value for you

As the largest public charity in the U.S.,2 we have more than 25 years of experience. 
To support your practice, we offer:

US map illustration

In-field support & advisor services

Our national network of experts is readily available to help you with the details of our donor-advised fund program and other charitable giving strategies.

Charitable Investment Advisor Program illustration

Charitable Investment Advisor Program

Use your own platform to actively manage the Fidelity Charitable assets that have been contributed by your clients.

2The Chronicle of Philanthropy, “Philanthropy 400” (2016), based on charitable contributions received over the course of a year.

Greater value for your clients

Fidelity Charitable sponsors the largest donor-advised fund program in the country, giving your clients access to a level of unmatched experience and service.

Expertise illustration

Expertise in donating non-publicly traded assets

We simplify the process of donating non-publicly traded assets for you and your client through our in-house team of experts.

Private Donor Group illustration

Private Donor Group

Leverage our dedicated philanthropic strategists who provide philanthropic guidance, best-in-class service and technical expertise for your most generous clients.

Practice Management

Whether you already offer charitable planning or are just getting started, our product-agnostic educational and consulting program can help you better serve clients and grow your business.

Calendar illustration

Webinars & Events

Network with other leaders and learn actionable insights to help you grow your practice.

Securities Donation Calculator illustration

Securities Donation Calculator

Construct personalized examples for your clients showing the tax advantages of contributing long-term appreciated securities.