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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. Five smart charitable giving strategies

    Audience: Client

    Topic: Tax strategies

    Content type: Article

    Review the strategies

  2. Using Dollars for Change: Seven Key Insights Into Impact Investing

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

    Download the report  Opens in a new window

  3. All Eyes on Ukraine: How Americans are Responding to the Ukraine Humanitarian Crisis

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

    Download the report  Opens in a new window

  4. 2022 Giving Report

    Audience: Advisor, Client

    Topic: About Fidelity Charitable

    Content type: Report

    Download the report  Opens in a new window

  5. On the Leading Edge

    Audience: Advisor

    Topic: Research and reports

    Content type: Report

    See what it means for your practice  Opens in a new window

  6. Case Study: Donating Restricted Stock

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Case study

    Access the case study  Opens in a new window

  7. Cryptocurrency and philanthropy

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

    Explore how crypto investors give

  8. Impact Investing: At a Tipping Point?

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

    Download the report  Opens in a new window

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

    Audience: Advisor, Client

    Topic: Tax strategies

    Content type: Article

    Read the article

  10. FamilyForward Guide

    Audience: Client

    Topic: Family philanthropy

    Content type: Guide

    Download the guide  Opens in a new window

  11. Charitable giving vehicles comparison

    Audience: Advisor, Client

    Topic: Charitable giving essentials

    Content type: Article

    Compare vehicles

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

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: White paper

    Access the white paper  Opens in a new window

  13. Equity Compensation and Charitable Opportunities

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Video

    Watch the video

  14. Charitable Giving and Tax Reform

    Audience: Client

    Topic: Research and reports

    Content type: Report

    Download the report  Opens in a new window

  15. Women and Philanthropy

    Audience: Advisor

    Topic: Family philanthropy

    Content type: Webinar replay

    Watch the video

  16. Charitable Conversation Starters

    Audience: Advisor

    Topic: Charitable giving essentials

    Content type: One-pager

    Access the one-pager  Opens in a new window

  17. Six Strategies For Tax-Effective Charitable Giving

    Audience: Advisor

    Topic: Tax strategies

    Content type: Webinar replay

    Watch the video

  18. 2021 Women and Giving

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

    Download the report  Opens in a new window

  19. Maximize Tax Savings by "Bunching"

    Audience: Advisor, Client

    Topic: Tax strategies

    Content type: Video

    Wach the video

  20. How Couples Give

    Audience: Advisor, Client

    Topic: Family philanthropy

    Content type: Report

    Access the report  Opens in a new window

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

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Video

    Watch the video

  22. Fund Your Charitable Giving from Unexpected Sources

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: White paper

    Access the white paper  Opens in a new window

  23. Smarter Charitable Giving with Non-Cash Assets

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Video

    Watch the video

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

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: White paper

    Access the white paper  Opens in a new window

  25. Beyond Cash: Planning Strategies for Complex Charitable Contributions

    Audience: Advisor

    Topic: Non-cash contributions

    Content type: Webinar replay

    Watch the video

  26. Entrepreneurs as Philanthropists

    Audience: Client

    Topic: Research and reports

    Content type: Report

    Download the report  Opens in a new window

  27. Pick the right asset for smarter charitable giving

    Audience: Client

    Topic: Non-cash contributions

    Content type: Article

    Explore the strategy

  28. Charitable Opportunities for SPAC Investors

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Guide

    Access the guide  Opens in a new window

  29. A Smarter Way to Give

    Audience: Client

    Topic: Charitable giving essentials

    Content type: Video

    Watch the video

  30. Differentiate Your Practice with Charitable Planning

    Audience: Advisor

    Topic: About Fidelity Charitable

    Content type: Brochure

    Access the brochure  Opens in a new window

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