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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

    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. Impact Investing: At a Tipping Point?

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

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

    Audience: Advisor, Client

    Topic: Tax strategies

    Content type: Article

  9. FamilyForward Guide

    Audience: Client

    Topic: Family philanthropy

    Content type: Guide

  10. Charitable giving vehicles comparison

    Audience: Advisor, Client

    Topic: Charitable giving essentials

    Content type: Article

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

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: White paper

  12. Tips for clients using a private foundation

    Audience: Advisor

    Topic: Charitable giving essentials

    Content type: Article

  13. Charitable Giving and Tax Reform

    Audience: Client

    Topic: Research and reports

    Content type: Report

  14. Tips for reaching the next generation

    Audience: Advisor

    Topic: Family philanthropy

    Content type: Article

  15. Charitable Conversation Starters

    Audience: Advisor

    Topic: Charitable giving essentials

    Content type: One-pager

  16. Planning a business exit

    Audience: Advisor

    Topic: Tax strategies

    Content type: Article

  17. 2021 Women and Giving

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

  18. Offsetting a high-income year

    Audience: Advisor

    Topic: Tax strategies

    Content type: Article

  19. How Couples Give

    Audience: Advisor, Client

    Topic: Family philanthropy

    Content type: Report

  20. Private Equity Interests: A Smarter Way to Fund Philanthropy

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Video

  21. Fund Your Charitable Giving from Unexpected Sources

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: White paper

  22. Pick the right asset for smarter charitable giving

    Audience: Client

    Topic: Non-cash contributions

    Content type: Article

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

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: White paper

  24. A Smarter Way to Give

    Audience: Client

    Topic: Charitable giving essentials

    Content type: Video

  25. Entrepreneurs as Philanthropists

    Audience: Client

    Topic: Research and reports

    Content type: Report

  26. What is a donor-advised fund?

    Audience: Advisor, Client

    Topic: Charitable giving essentials

    Content type: Article

  27. Charitable Planning Guide

    Audience: Advisor

    Topic: Charitable giving essentials

    Content type: Guide

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

    Audience: Advisor, Client

    Topic: Charitable giving essentials

    Content type: Article

  29. Charitable Opportunities for SPAC Investors

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Guide

  30. Charitable remainder trusts

    Audience: Advisor, Client

    Topic: Charitable giving essentials

    Content type: Article

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