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Advisor Resource Center

For Advisors

From industry trends and insights to case studies, articles and more, we have the resources you need to elevate your client's giving strategy. Browse the full library or use the filter to tailor your results.

  1. Using Dollars for Change: Seven Key Insights Into Impact Investing

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

  2. All Eyes on Ukraine: How Americans are Responding to the Ukraine Humanitarian Crisis

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

  3. 2022 Giving Report

    Audience: Advisor, Client

    Topic: About Fidelity Charitable

    Content type: Report

  4. On the Leading Edge: Accelerating Firm Growth with Charitable Planning

    Audience: Advisor

    Topic: Research and reports

    Content type: Report

  5. Cryptocurrency and philanthropy

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

  6. Donating Restricted Stock Case Study

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Case study

  7. How potential tax reform in 2022 could affect your charitable giving

    Audience: Advisor, Client

    Topic: Tax strategies

    Content type: Article

  8. Impact Investing: At a Tipping Point?

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

  9. A Smarter Way to Give

    Audience: Client

    Topic: Charitable giving essentials

    Content type: Video

  10. Merger & Acquisition Activity Drives Time-Sensitive Charitable Opportunities

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: White paper

  11. Charitable giving vehicles comparison

    Audience: Advisor, Client

    Topic: Charitable giving essentials

    Content type: Article

  12. Charitable Giving and Tax Reform

    Audience: Client

    Topic: Research and reports

    Content type: Report

  13. What is a donor-advised fund?

    Audience: Advisor, Client

    Topic: Charitable giving essentials

    Content type: Article

  14. Charitable Conversation Starters

    Audience: Advisor

    Topic: Charitable giving essentials

    Content type: One-pager

  15. Can I make a pledge with a donor-advised fund?

    Audience: Advisor, Client

    Topic: Charitable giving essentials

    Content type: Article

  16. FamilyForward Guide

    Audience: Client

    Topic: Family philanthropy

    Content type: Guide

  17. Charitable remainder trusts

    Audience: Advisor, Client

    Topic: Charitable giving essentials

    Content type: Article

  18. 2021 Women and Giving

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

  19. What is a private family foundation?

    Audience: Advisor, Client

    Topic: Charitable giving essentials

    Content type: Article

  20. How Couples Give

    Audience: Advisor, Client

    Topic: Family philanthropy

    Content type: Report

  21. Charitable Giving Tax Savings Calculator

    Audience: Advisor, Client

    Topic: Tax strategies

    Content type: Tool

  22. Fund Your Charitable Giving from Unexpected Sources

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: White paper

  23. Minimizing your clients’ capital gains

    Audience: Advisor

    Topic: Non-cash contributions

    Content type: Article

  24. Donating Restricted Stock and Other Equity Compensation Awards to Charity

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: White paper

  25. Charitable tax deductions – 7 questions answered

    Audience: Client

    Topic: Tax strategies

    Content type: Article

  26. Entrepreneurs as Philanthropists

    Audience: Client

    Topic: Research and reports

    Content type: Report

  27. Tips for current year planning

    Audience: Advisor

    Topic: Tax strategies

    Content type: Article

  28. Charitable Planning Guide

    Audience: Advisor

    Topic: Charitable giving essentials

    Content type: Guide

  29. The charitable opportunity with appreciated stock

    Audience: Advisor

    Topic: Non-cash contributions

    Content type: Article

  30. Virtual Resource Guide

    Audience: Advisor

    Topic: About Fidelity Charitable

    Content type: Guide

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