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.
-
2026 Giving Report
Audience: Advisor, Client
Content type: Report
-
Celebrating our Fidelity Charitable Philanthropic Champions
Audience: Advisor, Client
Content type: Article
-
Charitable Conversation Starters
Audience: Advisors
Topic: Charitable giving essentials
Content type: One-pager
-
Are financial advisors meeting the full hierarchy of client needs?
Audience: Advisor
Topic: Charitable giving essentials
Content type: Article
-
Charitable Giving Tax Savings Calculator
Audience: Advisor, Client
Topic: Tax strategies
Content type: Tool
-
The Giving Account
Audience: Advisor
Topic: About Fidelity Charitable
Content type: Brochure
-
Case Study: Donating Restricted Stock
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: Case study
-
Cryptocurrency and philanthropy
Audience: Advisor, Client
Topic: Research and reports
Content type: Report
-
Charitable Investment Advisor Program Brochure-Fidelity Custodied
Audience: Advisor
Topic: About Fidelity Charitable
Content type: One-pager
-
-
A Guide for Choosing Your Philanthropic Path
Audience: Client
Topic: Charitable giving essentials
Content type: Guide
-
-
2021 Women and Giving
Audience: Advisor, Client
Topic: Research and reports
Content type: Report
-
-
Impact Investing: At a Tipping Point?
Audience: Advisor, Client
Topic: Research and reports
Content type: Report
-
-
Make the most of your bitcoin
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: Case study
-
5 steps to help instill positive values in your kids through service
Audience: Client
Topic: Family philanthropy
Content type: Article
-
Case Study: Net unrealized appreciation strategy
Audience: Advisor, Client
Topic: Tax strategies
Content type: Case study
-
-
Young Investor Priorities: Why Charitable Planning Matters
Audience: Advisor, Client
Topic: Family philanthropy, Research and reports
Content type: Report
-
-
Using Dollars for Change: Seven Key Insights Into Impact Investing
Audience: Advisor, Client
Topic: Research and reports
Content type: Report
-
-
Entrepreneurs as Philanthropists
Audience: Client
Topic: Research and reports
Content type: Report
-
Modernize your company’s giving programs
Audience: Client
Topic: Charitable giving essentials
Content type: Article
-
Case Study: Donating Private Equity Interests to Charity
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: Case study
-
Tax-smart giving with equity awards
Audience: Advisor, Client
Topic: Tax strategies, Non-cash contributions
Content type: Article
-
Using Restricted Stockand Other Equity Awards for Tax-Smart Giving
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: White paper
-
Pick the right asset for smarter charitable giving
Audience: Client
Topic: Non-cash contributions
Content type: Article
Tell us what you think!
Your feedback is valuable to us. Complete this brief survey about your experience using the Advisor Resource Center.