Advisor insights

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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. Charitable giving vehicles comparison

    Audience: Advisor, Client

    Topic: Charitable giving essentials

    Content type: Article

  2. The Endowed Giving Program of Fidelity Charitable

    Audience: Client

    Topic: Charitable giving essentials

    Content type: One-pager

  3. 3 trends shaping philanthropy in 2022

    Audience: Advisor, Client

    Topic: Charitable giving essentials

    Content type: Article

  4. Charitable Planning Guide

    Audience: Advisor

    Topic: Charitable giving essentials

    Content type: Guide

  5. Modernize your company’s giving programs

    Audience: Client

    Topic: Charitable giving essentials

    Content type: Article

  6. Charitable Conversation Starters

    Audience: Advisor

    Topic: Charitable giving essentials

    Content type: One-pager

  7. Are financial advisors meeting the full hierarchy of client needs?

    Audience: Advisor

    Topic: Charitable giving essentials

    Content type: Article

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

    Audience: Client

    Topic: Charitable giving essentials

    Content type: One-pager

  9. Tips for clients using a private foundation

    Audience: Advisor

    Topic: Charitable giving essentials

    Content type: Article

  10. A Guide for Choosing Your Philanthropic Path

    Audience: Client

    Topic: Charitable giving essentials

    Content type: Guide

  11. Charitable remainder trusts

    Audience: Advisor, Client

    Topic: Charitable giving essentials

    Content type: Article

  12. What is a donor-advised fund?

    Audience: Advisor, Client

    Topic: Charitable giving essentials

    Content type: Article

  13. What is a private family foundation?

    Audience: Advisor, Client

    Topic: Charitable giving essentials

    Content type: Article

  14. A Smarter Way to Give

    Audience: Client

    Topic: Charitable giving essentials

    Content type: Video

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