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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Case Study: Donating Restricted Stock
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: Case study
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Uncover Charitable Opportunities From Mergers and Acquisition Activity
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: Video
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Portfolio Rebalancing: A Tax-Efficient Opportunity for Charitable Giving
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: One-pager
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Private Equity Interests: A Smarter Way to Fund Philanthropy
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: Video
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Case Study: Donating S-Corp Stock
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
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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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Smarter Charitable Giving with Non-Cash Assets
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: Video
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Case Study: Donating Appreciated Securities
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: Case study
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Tax-smart giving with equity awards
Audience: Advisor, Client
Topic: Tax strategies, Non-cash contributions
Content type: Article
Read how it works
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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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Pick the right asset for smarter charitable giving
Audience: Client
Topic: Non-cash contributions
Content type: Article
Explore the strategy
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Merger & Acquisition Activity Drives Time-Sensitive Charitable Opportunities
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: White paper
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Give back when selling your business
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: Article
Follow these tips
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Charitable Opportunities for SPAC Investors
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: Guide
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Conversation tips for Advisors: Minimizing capital gains
Audience: Advisor
Topic: Non-cash contributions
Content type: Article
Get started
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Fund Your Charitable Giving from Unexpected Sources
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: White paper
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The charitable opportunity with appreciated stock
Audience: Advisor
Topic: Non-cash contributions
Content type: Article
Learn more
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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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Smarter charitable giving with complex assets
Audience: Advisor, Client
Topic: Non-cash contributions, About Fidelity Charitable
Content type: One-pager
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Using Restricted Stock and Other Equity Awards for Tax-Smart Giving
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: White paper
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Donating Cryptocurrency
Audience: Advisors, Clients
Topic: Non-cash contributions
Content type: Video
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Donating Equity Compensation
Audience: Advisors, Clients
Topic: Non-cash contributions
Content type: Video
Watch the video
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Make the most of an M&A
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: Video
Watch the video
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