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

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

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

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

  3. 2022 Giving Report

    Audience: Advisor, Client

    Topic: About Fidelity Charitable

    Content type: Report

  4. Case Study: Donating Restricted Stock

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Case study

  5. Cryptocurrency and philanthropy

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

  6. 2021 Women and Giving

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

  7. Charitable giving vehicles comparison

    Audience: Advisor, Client

    Topic: Charitable giving essentials

    Content type: Article

  8. The Giving Account Brochure

    Audience: Client

    Topic: About Fidelity Charitable

    Content type: Brochure

  9. The Evolution from Charitable Giving to Charitable Living

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

  10. Portfolio Rebalancing: A Tax-Efficient Opportunity for Charitable Giving

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: One-pager

  11. Six tax strategies you should know

    Audience: Client

    Topic: Tax strategies

    Content type: Article

  12. The Endowed Giving Program of Fidelity Charitable

    Audience: Client

    Topic: Charitable giving essentials

    Content type: One-pager

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

    Audience: Advisor, Client

    Topic: Tax strategies

    Content type: Article

  14. Entrepreneurs as Philanthropists

    Audience: Client

    Topic: Research and reports

    Content type: Report

  15. 3 trends shaping philanthropy in 2022

    Audience: Advisor, Client

    Topic: Charitable giving essentials

    Content type: Article

  16. Case Study: Donating Privately Held C-Corp Stock

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Case study

  17. Modernize your company’s giving programs

    Audience: Client

    Topic: Charitable giving essentials

    Content type: Article

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

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

  19. Tax-smart giving with equity awards

    Audience: Advisor, Client

    Topic: Tax strategies, Non-cash contributions

    Content type: Article

  20. Charitable Giving and Tax Reform

    Audience: Client

    Topic: Research and reports

    Content type: Report

  21. Pick the right asset for smarter charitable giving

    Audience: Client

    Topic: Non-cash contributions

    Content type: Article

  22. Donating Restricted Stock and Other Equity Compensation Awards to Charity

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: White paper

  23. Give back when selling your business

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Article

  24. Impact Investing: At a Tipping Point?

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

  25. Charitable Giving Tax Savings Calculator

    Audience: Advisor, Client

    Topic: Tax strategies

    Content type: Tool

  26. Make the Most of Your Bitcoin

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Case study

  27. Fidelity Charitable Giving Account Guide

    Audience: Clients

    Topic: About Fidelity Charitable

    Content type: Guidelines

  28. Case Study: Roth conversion with a charitable offset strategy

    Audience: Advisor, Client

    Topic: Tax strategies

    Content type: Case study

  29. Charitable remainder trusts

    Audience: Advisor, Client

    Topic: Charitable giving essentials

    Content type: Article

  30. How Couples Give

    Audience: Advisor, Client

    Topic: Family philanthropy

    Content type: Report

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