Advisor insights
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.
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Celebrating our Fidelity Charitable Philanthropic Champions
Audience: Advisor, Client
Content type: Article
Meet the winners
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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
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Charitable Giving Tax Savings Calculator
Audience: Advisor, Client
Topic: Tax strategies
Content type: Tool
Utilize the tool
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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
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Portfolio Rebalancing: A Tax-Efficient Opportunity for Charitable Giving
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: One-pager
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Charitable giving vehicles comparison
Audience: Client
Topic: Charitable giving essentials
Content type: Article
Compare vehicles
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Case Study: Donating S-Corp Stock
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: Case study
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Charitable Solutions: Naming Fidelity Charitable in an Estate Plan
Audience: Client
Topic: Charitable giving essentials
Content type: Article
Read the article
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A Guide for Choosing Your Philanthropic Path
Audience: Client
Topic: Charitable giving essentials
Content type: Guide
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How donors use a donor-advised fund
Audience: Advisor, Client
Topic: Research and reports
Content type: Report
Learn how donors use a donor-advised fund
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2021 Women and Giving
Audience: Advisor, Client
Topic: Research and reports
Content type: Report
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The Evolution from Charitable Giving to Charitable Living
Audience: Advisor, Client
Topic: Research and reports
Content type: Report
Explore the future of philanthropy
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Impact Investing: At a Tipping Point?
Audience: Advisor, Client
Topic: Research and reports
Content type: Report
Download the report Opens in a new window
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Giving in the workplace
Audience: Advisors, Clients
Topic: Research and reports
Content type: Report
Explore the data
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Entrepreneurs as Philanthropists
Audience: Client
Topic: Research and reports
Content type: Report
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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
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Case Study: Donating Private Equity Interests to Charity
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: Case study
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Fidelity Charitable Giving Account Guide
Audience: Clients
Topic: About Fidelity Charitable
Content type: Guidelines
Get the guide
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Case Study: Donating Appreciated Securities
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: Case study
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Charitable remainder trusts
Audience: Advisor, Client
Topic: Charitable giving essentials
Content type: Article
Read the article
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How Couples Give
Audience: Advisor, Client
Topic: Family philanthropy
Content type: Report
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Tax benefits of donor-advised funds
Audience: Client
Topic: Tax strategies
Content type: Video
Watch the video
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Donating Restricted Stock and Other Equity Compensation Awards to Charity
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: White paper
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What is a donor-advised fund?
Audience: Advisor, Client
Topic: Charitable giving essentials
Content type: Article
Learn more
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Case Study: Roth conversion with a charitable offset strategy
Audience: Advisor, Client
Topic: Tax strategies
Content type: Case study
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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
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