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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

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

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

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

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

  4. 2022 Giving Report

    Audience: Advisor, Client

    Topic: About Fidelity Charitable

    Content type: Report

  5. On the Leading Edge

    Audience: Advisor

    Topic: Research and reports

    Content type: Report

  6. Case Study: Donating Restricted Stock

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Case study

  7. Cryptocurrency and philanthropy

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

  8. Impact Investing: At a Tipping Point?

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

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

    Audience: Advisor, Client

    Topic: Tax strategies

    Content type: Article

  10. FamilyForward Guide

    Audience: Client

    Topic: Family philanthropy

    Content type: Guide

  11. Charitable giving vehicles comparison

    Audience: Advisor, Client

    Topic: Charitable giving essentials

    Content type: Article

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

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: White paper

  13. Tips for clients using a private foundation

    Audience: Advisor

    Topic: Charitable giving essentials

    Content type: Article

  14. Charitable Giving and Tax Reform

    Audience: Client

    Topic: Research and reports

    Content type: Report

  15. Equity Compensation and Charitable Opportunities

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Video

  16. Charitable Conversation Starters

    Audience: Advisor

    Topic: Charitable giving essentials

    Content type: One-pager

  17. Tips for reaching the next generation

    Audience: Advisor

    Topic: Family philanthropy

    Content type: Article

  18. 2021 Women and Giving

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

  19. Planning a business exit

    Audience: Advisor

    Topic: Tax strategies

    Content type: Article

  20. How Couples Give

    Audience: Advisor, Client

    Topic: Family philanthropy

    Content type: Report

  21. Offsetting a high-income year

    Audience: Advisor

    Topic: Tax strategies

    Content type: Article

  22. Fund Your Charitable Giving from Unexpected Sources

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: White paper

  23. Women and Philanthropy

    Audience: Advisor

    Topic: Family philanthropy

    Content type: Webinar replay

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

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: White paper

  25. Six Strategies For Tax-Effective Charitable Giving

    Audience: Advisor

    Topic: Tax strategies

    Content type: Webinar replay

  26. Entrepreneurs as Philanthropists

    Audience: Client

    Topic: Research and reports

    Content type: Report

  27. Maximize Tax Savings by "Bunching"

    Audience: Advisor, Client

    Topic: Tax strategies

    Content type: Video

  28. Charitable Planning Guide

    Audience: Advisor

    Topic: Charitable giving essentials

    Content type: Guide

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

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Video

  30. Charitable Opportunities for SPAC Investors

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Guide

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