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.
2025 Fidelity Charitable Giving Report
Audience: Advisor, Client
Content type: Report
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Charitable Conversation Starters
Audience: Advisors
Topic: Charitable giving essentials
Content type: One-pager
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Are financial advisors meeting the full hierarchy of client needs?
Audience: Advisor
Topic: Charitable giving essentials
Content type: Article
Learn more
Charitable Giving Tax Savings Calculator
Audience: Advisor, Client
Topic: Tax strategies
Content type: Tool
Utilize the tool
The Giving Account: A Guide for Financial Advisors
Audience: Advisor
Topic: About Fidelity Charitable
Content type: Brochure
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Case Study: Donating Restricted Stock
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: Case study
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Cryptocurrency and philanthropy
Audience: Advisor, Client
Topic: Research and reports
Content type: Report
Explore how crypto investors give
Advisor Solutions Brochure
Audience: Advisor
Topic: About Fidelity Charitable
Content type: Brochure
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A Smarter Way to Give
Audience: Client
Topic: Charitable giving essentials
Content type: Video
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Charitable Opportunities for SPAC Investors
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: Guide
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Maximize Tax Savings by "Bunching"
Audience: Advisor, Client
Topic: Tax strategies
Content type: Video
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Charitable Planning Guide
Audience: Advisor
Topic: Charitable giving essentials
Content type: Guide
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Uncover Charitable Opportunities From Mergers and Acquisition Activity
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: Video
Watch the video
Fidelity Charitable Corporate Giving
Audience: Client
Topic: About Fidelity Charitable
Content type: One-pager
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Private Equity Interests: A Smarter Way to Fund Philanthropy
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: Video
Watch the video
Fund Your Charitable Giving from Unexpected Sources
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: White paper
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Women and Philanthropy
Audience: Advisor
Topic: Family philanthropy
Content type: Webinar replay
Watch the video
Giving Account Administrative Fees
Audience: Advisor, Client
Topic: About Fidelity Charitable
Content type: One-pager
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Equity Compensation and Charitable Opportunities
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: Video
Watch the video
Case Study: Donating S-Corp Stock
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: Case study
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Smarter Charitable Giving with Non-Cash Assets
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: Video
Watch the video
Portfolio Rebalancing: A Tax-Efficient Opportunity for Charitable Giving
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: One-pager
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Modernize your company’s giving programs
Audience: Client
Topic: Charitable giving essentials
Content type: Article
See how to get started
The Endowed Giving Program
Audience: Client
Topic: Charitable giving essentials
Content type: One-pager
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Tax-smart giving with equity awards
Audience: Advisor, Client
Topic: Tax strategies, Non-cash contributions
Content type: Article
Read how it works
The Giving Account Brochure
Audience: Client
Topic: About Fidelity Charitable
Content type: Brochure
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Pick the right asset for smarter charitable giving
Audience: Client
Topic: Non-cash contributions
Content type: Article
Explore the strategy
2021 Women and Giving
Audience: Advisor, Client
Topic: Research and reports
Content type: Report
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Give back when selling your business
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: Article
Follow these tips
A Guide for Choosing Your Philanthropic Path
Audience: Client
Topic: Charitable giving essentials
Content type: Guide
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