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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. Five smart charitable giving strategies

    Audience: Client

    Topic: Tax strategies

    Content type: Article

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

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

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

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

  4. 2022 Giving Report

    Audience: Advisor, Client

    Topic: About Fidelity Charitable

    Content type: Report

  5. Case Study: Donating Restricted Stock

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Case study

  6. Cryptocurrency and philanthropy

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

  7. Impact Investing: At a Tipping Point?

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

  8. 3 trends shaping philanthropy in 2022

    Audience: Advisor, Client

    Topic: Charitable giving essentials

    Content type: Article

  9. FamilyForward Guide

    Audience: Client

    Topic: Family philanthropy

    Content type: Guide

  10. Modernize your company’s giving programs

    Audience: Client

    Topic: Charitable giving essentials

    Content type: Article

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

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: White paper

  12. Tax-smart giving with equity awards

    Audience: Advisor, Client

    Topic: Tax strategies, Non-cash contributions

    Content type: Article

  13. Charitable Giving and Tax Reform

    Audience: Client

    Topic: Research and reports

    Content type: Report

  14. Fidelity Charitable Giving Account Guide

    Audience: Clients

    Topic: About Fidelity Charitable

    Content type: Guidelines

  15. 2021 Women and Giving

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

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

    Audience: Advisor, Client

    Topic: Tax strategies

    Content type: Article

  17. How Couples Give

    Audience: Advisor, Client

    Topic: Family philanthropy

    Content type: Report

  18. Charitable giving vehicles comparison

    Audience: Advisor, Client

    Topic: Charitable giving essentials

    Content type: Article

  19. Entrepreneurs as Philanthropists

    Audience: Client

    Topic: Research and reports

    Content type: Report

  20. Equity Compensation and Charitable Opportunities

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Video

  21. Charitable Opportunities for SPAC Investors

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Guide

  22. Maximize Tax Savings by "Bunching"

    Audience: Advisor, Client

    Topic: Tax strategies

    Content type: Video

  23. Fidelity Charitable Corporate Giving

    Audience: Client

    Topic: About Fidelity Charitable

    Content type: One-pager

  24. Private Equity Interests: A Smarter Way to Fund Philanthropy

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Video

  25. Giving Account Administrative Fees

    Audience: Advisor, Client

    Topic: About Fidelity Charitable

    Content type: One-pager

  26. Smarter Charitable Giving with Non-Cash Assets

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Video

  27. Gift4Giving

    Audience: Client

    Topic: About Fidelity Charitable

    Content type: One-pager

  28. Pick the right asset for smarter charitable giving

    Audience: Client

    Topic: Non-cash contributions

    Content type: Article

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

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

  30. A Smarter Way to Give

    Audience: Client

    Topic: Charitable giving essentials

    Content type: Video

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