Try our demo
About us
Help Center
Open a Giving Account
Log in
Fidelity Charitable
Open a Giving Account
Log in
For companies
For advisors
For nonprofits
About us
Help Center
Binoculars on top of a mountain

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

    Read the article

  2. Charitable Conversation Starters

    Audience: Advisor

    Topic: Charitable giving essentials

    Content type: One-pager

    Access the one-pager  Opens in a new window

  3. Modernize your company’s giving programs

    Audience: Client

    Topic: Charitable giving essentials

    Content type: Article

    See how to get started

  4. A Guide for Choosing Your Philanthropic Path

    Audience: Client

    Topic: Charitable giving essentials

    Content type: Guide

    Access the guide  Opens in a new window

  5. Tips for clients using a private foundation

    Audience: Advisor

    Topic: Charitable giving essentials

    Content type: Article

    Start the conversation

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

    Audience: Client

    Topic: Charitable giving essentials

    Content type: One-pager

    Access the one-pager  Opens in a new window

  7. Charitable giving vehicles comparison

    Audience: Advisor, Client

    Topic: Charitable giving essentials

    Content type: Article

    Compare vehicles

  8. The Endowed Giving Program of Fidelity Charitable

    Audience: Client

    Topic: Charitable giving essentials

    Content type: One-pager

    Access the one-pager  Opens in a new window

  9. A Smarter Way to Give

    Audience: Client

    Topic: Charitable giving essentials

    Content type: Video

    Watch the video

  10. Charitable Planning Guide

    Audience: Advisor

    Topic: Charitable giving essentials

    Content type: Guide

    Download the guide  Opens in a new window

  11. What is a donor-advised fund?

    Audience: Advisor, Client

    Topic: Charitable giving essentials

    Content type: Article

    Learn more

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

    Audience: Advisor, Client

    Topic: Charitable giving essentials

    Content type: Article

    Read the article

  13. Charitable remainder trusts

    Audience: Advisor, Client

    Topic: Charitable giving essentials

    Content type: Article

    Read the article

  14. What is a private family foundation?

    Audience: Advisor, Client

    Topic: Charitable giving essentials

    Content type: Article

    Read the article

Tell us what you think!

Your feedback is valuable to us. Complete this brief survey about your experience using the Advisor Resource Center.

Provide feedback