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Advisor Resource Center

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. 3 trends shaping philanthropy in 2022

    Audience: Advisor, Client

    Topic: Charitable giving essentials

    Content type: Article

  2. A Guide for Choosing Your Philanthropic Path

    Audience: Client

    Topic: Charitable giving essentials

    Content type: Guide

  3. Modernize your company’s giving programs

    Audience: Client

    Topic: Charitable giving essentials

    Content type: Article

  4. Charitable Solutions: Naming Fidelity Charitable in an Estate Plan

    Audience: Client

    Topic: Charitable giving essentials

    Content type: One-pager

  5. Charitable giving vehicles comparison

    Audience: Advisor, Client

    Topic: Charitable giving essentials

    Content type: Article

  6. The Endowed Giving Program of Fidelity Charitable

    Audience: Client

    Topic: Charitable giving essentials

    Content type: One-pager

  7. A Smarter Way to Give

    Audience: Client

    Topic: Charitable giving essentials

    Content type: Video

  8. What is a donor-advised fund?

    Audience: Advisor, Client

    Topic: Charitable giving essentials

    Content type: Article

  9. Can I make a pledge with a donor-advised fund?

    Audience: Advisor, Client

    Topic: Charitable giving essentials

    Content type: Article

  10. Charitable remainder trusts

    Audience: Advisor, Client

    Topic: Charitable giving essentials

    Content type: Article

  11. What is a private family foundation?

    Audience: Advisor, Client

    Topic: Charitable giving essentials

    Content type: Article

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