For Advisors
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.
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:
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.
Use your own platform to actively manage the Fidelity Charitable assets that have been contributed by 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.
We simplify the process of donating non-publicly traded assets for you and your client through our in-house team of experts.
Leverage our dedicated philanthropic strategists who provide philanthropic guidance, best-in-class service and technical expertise for your most generous clients.
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.
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.