Advisor insights

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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

    Audience: Advisor

    Topic: Research and reports

    Content type: Report

  5. Case Study: Donating Restricted Stock

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Case study

  6. Cryptocurrency and philanthropy

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

  7. Charitable Investment Advisor Program Overview

    Audience: Advisor

    Topic: About Fidelity Charitable

    Content type: One-pager

  8. Charitable giving vehicles comparison

    Audience: Advisor, Client

    Topic: Charitable giving essentials

    Content type: Article

  9. A Guide for Choosing Your Philanthropic Path

    Audience: Client

    Topic: Charitable giving essentials

    Content type: Guide

  10. The Evolution from Charitable Giving to Charitable Living

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

  11. 2021 Women and Giving

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

  12. Six tax strategies you should know

    Audience: Client

    Topic: Tax strategies

    Content type: Article

  13. Impact Investing: At a Tipping Point?

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

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

    Audience: Advisor, Client

    Topic: Tax strategies

    Content type: Article

  15. Make the Most of Your Bitcoin

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Case study

  16. 3 trends shaping philanthropy in 2022

    Audience: Advisor, Client

    Topic: Charitable giving essentials

    Content type: Article

  17. Case Study: Net unrealized appreciation strategy

    Audience: Advisor, Client

    Topic: Tax strategies

    Content type: Case study

  18. Modernize your company’s giving programs

    Audience: Client

    Topic: Charitable giving essentials

    Content type: Article

  19. Entrepreneurs as Philanthropists

    Audience: Client

    Topic: Research and reports

    Content type: Report

  20. Tax-smart giving with equity awards

    Audience: Advisor, Client

    Topic: Tax strategies, Non-cash contributions

    Content type: Article

  21. Case Study: Donating Private Equity Interests to Charity

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Case study

  22. The charitable opportunity with appreciated stock

    Audience: Advisor

    Topic: Non-cash contributions

    Content type: Article

  23. Using Restricted Stock and Other Equity Awards for Tax-Smart Giving

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: White paper

  24. Are financial advisors meeting the full hierarchy of client needs?

    Audience: Advisor

    Topic: Charitable giving essentials

    Content type: Article

  25. Case Study: Donating Privately Held C-Corp Stock

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Case study

  26. Pick the right asset for smarter charitable giving

    Audience: Client

    Topic: Non-cash contributions

    Content type: Article

  27. Communities in Crisis: How Donors are Responding to COVID-19

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

  28. Give back when selling your business

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Article

  29. Case Study: Roth conversion with a charitable offset strategy

    Audience: Advisor, Client

    Topic: Tax strategies

    Content type: Case study

  30. Charitable Giving Tax Savings Calculator

    Audience: Advisor, Client

    Topic: Tax strategies

    Content type: Tool

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