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.
A Smarter Way to Give
Audience: Client
Topic: Charitable giving essentials
Content type: Video
Watch the video
A Guide for Choosing Your Philanthropic Path
Audience: Client
Topic: Charitable giving essentials
Content type: Guide
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Modernize your company’s giving programs
Audience: Client
Topic: Charitable giving essentials
Content type: Article
See how to get started
The Endowed Giving Program
Audience: Client
Topic: Charitable giving essentials
Content type: One-pager
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Charitable remainder trusts
Audience: Advisor, Client
Topic: Charitable giving essentials
Content type: Article
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What is a private family foundation?
Audience: Advisor, Client
Topic: Charitable giving essentials
Content type: Article
Read the article
6 trends shaping philanthropy show the growth of smarter giving
Audience: Advisor, Clients
Topic: Charitable giving essentials
Content type: Article
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Charitable giving vehicles comparison
Audience: Client
Topic: Charitable giving essentials
Content type: Article
Compare vehicles
Charitable Solutions: Naming Fidelity Charitable in an Estate Plan
Audience: Client
Topic: Charitable giving essentials
Content type: Article
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What is a donor-advised fund?
Audience: Advisor, Client
Topic: Charitable giving essentials
Content type: Article
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