Tax-Smart Charitable Giving

For Advisors

Guide with purpose

Wealth, at all levels, deserves trusted guidance for reaching goals, navigating taxes, leaving a legacy, and creating good in the world around us. That’s where you come in. 

With Fidelity Charitable®, you can capitalize on the potential to build deeper client relationships by educating them on how smarter giving can have a bigger impact. 

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.

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.

What is a donor-advised fund?

Think of Fidelity Charitable as your ally

Greater value for you

After 30 years of working together, we know how to support your practice. We offer:

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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.

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Charitable Investment Advisor Program

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

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.

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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.

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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.

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Webinars & Events

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

 Information for your clients

From tax strategies to family philanthropy, share our white papers, articles, videos and more with your clients.