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.
2025 Fidelity Charitable Giving Report
Audience: Advisor, Client
Content type: Report
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Charitable Giving Tax Savings Calculator
Audience: Advisor, Client
Topic: Tax strategies
Content type: Tool
Utilize the tool
Case Study: Donating Restricted Stock
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: Case study
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Cryptocurrency and philanthropy
Audience: Advisor, Client
Topic: Research and reports
Content type: Report
Explore how crypto investors give
Portfolio Rebalancing: A Tax-Efficient Opportunity for Charitable Giving
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: One-pager
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A Smarter Way to Give
Audience: Client
Topic: Charitable giving essentials
Content type: Video
Watch the video
Case Study: Donating S-Corp Stock
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: Case study
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Maximize Tax Savings by "Bunching"
Audience: Advisor, Client
Topic: Tax strategies
Content type: Video
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A Guide for Choosing Your Philanthropic Path
Audience: Client
Topic: Charitable giving essentials
Content type: Guide
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Uncover Charitable Opportunities From Mergers and Acquisition Activity
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: Video
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2021 Women and Giving
Audience: Advisor, Client
Topic: Research and reports
Content type: Report
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Private Equity Interests: A Smarter Way to Fund Philanthropy
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: Video
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Impact Investing: At a Tipping Point?
Audience: Advisor, Client
Topic: Research and reports
Content type: Report
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Equity Compensation and Charitable Opportunities
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: Video
Watch the video
Entrepreneurs as Philanthropists
Audience: Client
Topic: Research and reports
Content type: Report
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Smarter Charitable Giving with Non-Cash Assets
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: Video
Watch the video
Case Study: Donating Private Equity Interests to Charity
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: Case study
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Modernize your company’s giving programs
Audience: Client
Topic: Charitable giving essentials
Content type: Article
See how to get started
Case Study: Donating Appreciated Securities
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: Case study
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Tax-smart giving with equity awards
Audience: Advisor, Client
Topic: Tax strategies, Non-cash contributions
Content type: Article
Read how it works
How Couples Give
Audience: Advisor, Client
Topic: Family philanthropy
Content type: Report
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Pick the right asset for smarter charitable giving
Audience: Client
Topic: Non-cash contributions
Content type: Article
Explore the strategy
Donating Restricted Stock and Other Equity Compensation Awards to Charity
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: White paper
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Give back when selling your business
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: Article
Follow these tips
Case Study: Roth conversion with a charitable offset strategy
Audience: Advisor, Client
Topic: Tax strategies
Content type: Case study
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Charitable remainder trusts
Audience: Advisor, Client
Topic: Charitable giving essentials
Content type: Article
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Gift4Giving
Audience: Client
Topic: About Fidelity Charitable
Content type: One-pager
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What is a donor-advised fund?
Audience: Advisor, Client
Topic: Charitable giving essentials
Content type: Article
Learn more
Merger & Acquisition Activity Drives Time-Sensitive Charitable Opportunities
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: White paper
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What is a private family foundation?
Audience: Advisor, Client
Topic: Charitable giving essentials
Content type: Article
Read the article
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