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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. Using Dollars for Change: Seven Key Insights Into Impact Investing

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

    Download the report  Opens in a new window

  2. All Eyes on Ukraine: How Americans are Responding to the Ukraine Humanitarian Crisis

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

    Download the report  Opens in a new window

  3. 2022 Giving Report

    Audience: Advisor, Client

    Topic: About Fidelity Charitable

    Content type: Report

    Download the report  Opens in a new window

  4. On the Leading Edge

    Audience: Advisor

    Topic: Research and reports

    Content type: Report

    See what it means for your practice  Opens in a new window

  5. Case Study: Donating Restricted Stock

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Case study

    Access the case study  Opens in a new window

  6. Cryptocurrency and philanthropy

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

    Explore how crypto investors give

  7. Impact Investing: At a Tipping Point?

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

    Download the report  Opens in a new window

  8. 3 trends shaping philanthropy in 2022

    Audience: Advisor, Client

    Topic: Charitable giving essentials

    Content type: Article

    Read the article

  9. Merger & Acquisition Activity Drives Time-Sensitive Charitable Opportunities

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: White paper

    Access the white paper  Opens in a new window

  10. Tax-smart giving with equity awards

    Audience: Advisor, Client

    Topic: Tax strategies, Non-cash contributions

    Content type: Article

    Read how it works

  11. Charitable Conversation Starters

    Audience: Advisor

    Topic: Charitable giving essentials

    Content type: One-pager

    Access the one-pager  Opens in a new window

  12. Conversation tips for Advisors: Reaching the next generation

    Audience: Advisor

    Topic: Family philanthropy

    Content type: Article

    Learn more

  13. 2021 Women and Giving

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

    Download the report  Opens in a new window

  14. Conversation tips for Advisors: Planning a business exit

    Audience: Advisor

    Topic: Tax strategies

    Content type: Article

    Discuss strategies

  15. How Couples Give

    Audience: Advisor, Client

    Topic: Family philanthropy

    Content type: Report

    Access the report  Opens in a new window

  16. Conversation tips for Advisors: Current year planning

    Audience: Advisor

    Topic: Tax strategies

    Content type: Article

    Get started

  17. Charitable Opportunities for SPAC Investors

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Guide

    Access the guide  Opens in a new window

  18. Conversation tips for Advisors: Offseting a high-income year

    Audience: Advisor

    Topic: Tax strategies

    Content type: Article

    Learn more

  19. Giving Account Administrative Fees

    Audience: Advisor, Client

    Topic: About Fidelity Charitable

    Content type: One-pager

    Access the one-pager  Opens in a new window

  20. Conversation tips for Advisors: Minimizing capital gains

    Audience: Advisor

    Topic: Non-cash contributions

    Content type: Article

    Get started

  21. Charitable Investment Advisor Program Overview

    Audience: Advisor

    Topic: About Fidelity Charitable

    Content type: One-pager

    Access the one-pager  Opens in a new window

  22. Tips for clients using a private foundation

    Audience: Advisor

    Topic: Charitable giving essentials

    Content type: Article

    Start the conversation

  23. Alpha through efficient giving

    Audience: Advisor

    Topic: Tax strategies

    Content type: Article

    Access the article  Opens in a new window

  24. How potential tax reform in 2022 could affect your charitable giving

    Audience: Advisor, Client

    Topic: Tax strategies

    Content type: Article

    Read the article

  25. Communities in Crisis: How Donors are Responding to COVID-19

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

    Access the report  Opens in a new window

  26. Charitable giving vehicles comparison

    Audience: Advisor, Client

    Topic: Charitable giving essentials

    Content type: Article

    Compare vehicles

  27. The Giving Account: A Guide for Financial Advisors

    Audience: Advisor

    Topic: About Fidelity Charitable

    Content type: Brochure

    Access the brochure  Opens in a new window

  28. Equity Compensation and Charitable Opportunities

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Video

    Watch the video

  29. Virtual Resource Guide

    Audience: Advisor

    Topic: About Fidelity Charitable

    Content type: Guide

    Get the guide  Opens in a new window

  30. Women and Philanthropy

    Audience: Advisor

    Topic: Family philanthropy

    Content type: Webinar replay

    Watch the video

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