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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2026 Giving Report
Audience: Advisor, Client
Content type: Report
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Celebrating our Fidelity Charitable Philanthropic Champions
Audience: Advisor, Client
Content type: Article
Meet the winners
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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
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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Charitable Investment Advisor Program Brochure-Fidelity Custodied
Audience: Advisor
Topic: About Fidelity Charitable
Content type: One-pager
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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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A Guide for Choosing Your Philanthropic Path
Audience: Client
Topic: Charitable giving essentials
Content type: Guide
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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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2021 Women and Giving
Audience: Advisor, 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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Impact Investing: At a Tipping Point?
Audience: Advisor, Client
Topic: Research and reports
Content type: Report
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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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Make the most of your bitcoin
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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Case Study: Net unrealized appreciation strategy
Audience: Advisor, Client
Topic: Tax strategies
Content type: Case study
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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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Young Investor Priorities: Why Charitable Planning Matters
Audience: Advisor, Client
Topic: Family philanthropy, 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
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Using Dollars for Change: Seven Key Insights Into Impact Investing
Audience: Advisor, Client
Topic: Research and reports
Content type: Report
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What is a private family foundation?
Audience: Advisor, Client
Topic: Charitable giving essentials
Content type: Article
Read the article
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Entrepreneurs as Philanthropists
Audience: 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
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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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Equity Compensation and Charitable Opportunities
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: Video
Watch the video
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Using Restricted Stockand Other Equity Awards for Tax-Smart Giving
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: White paper
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Smarter Charitable Giving with Non-Cash Assets
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: Video
Watch the video
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