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.
2024 Giving Report
Audience: Advisor, Client
Topic: About Fidelity Charitable
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
Charitable Giving Tax Savings Calculator
Audience: Advisor, Client
Topic: Tax strategies
Content type: Tool
Utilize the tool
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
Portfolio Rebalancing: A Tax-Efficient Opportunity for Charitable Giving
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: One-pager
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A Smarter Way to Give
Audience: Client
Topic: Charitable giving essentials
Content type: Video
Watch the video
Case Study: Donating S-Corp Stock
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: Case study
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Maximize Tax Savings by "Bunching"
Audience: Advisor, Client
Topic: Tax strategies
Content type: Video
Wach the video
A Guide for Choosing Your Philanthropic Path
Audience: Client
Topic: Charitable giving essentials
Content type: Guide
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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
2021 Women and Giving
Audience: Advisor, Client
Topic: Research and reports
Content type: Report
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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
Impact Investing: At a Tipping Point?
Audience: Advisor, Client
Topic: Research and reports
Content type: Report
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Women and Philanthropy
Audience: Advisor
Topic: Family philanthropy
Content type: Webinar replay
Watch the video
Entrepreneurs as Philanthropists
Audience: Client
Topic: Research and reports
Content type: Report
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Equity Compensation and Charitable Opportunities
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: Video
Watch the video
Case Study: Donating Private Equity Interests to Charity
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: Case study
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Smarter Charitable Giving with Non-Cash Assets
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: Video
Watch the video
Case Study: Donating Appreciated Securities
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: Case study
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Conversation tips for Advisors: Current year planning
Audience: Advisor
Topic: Tax strategies
Content type: Article
Get started
How Couples Give
Audience: Advisor, Client
Topic: Family philanthropy
Content type: Report
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Tips for clients using a private foundation
Audience: Advisor
Topic: Charitable giving essentials
Content type: Article
Start the conversation
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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Conversation tips for Advisors: Offseting a high-income year
Audience: Advisor
Topic: Tax strategies
Content type: Article
Learn more
Case Study: Net unrealized appreciation strategy
Audience: Advisor, Client
Topic: Tax strategies
Content type: Case study
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Conversation tips for Advisors: Minimizing capital gains
Audience: Advisor
Topic: Non-cash contributions
Content type: Article
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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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