Sharpen your Competitive Edge with Charitable Planning

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Ask your clients if they're giving today—and how.

You'll likely find that most of your clients are giving without a plan and via checkbook. You can offer a smarter way for them to meet their philanthropic goals—a Giving Account®, the Fidelity Charitable® donor-advised fund (DAF)A donor-advised fund (DAF) is one of the most efficient and effective charitable giving vehicles for your high-net-worth clients..

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As you work through the strategies shown here, know that Fidelity Charitable's national network of experts is here as your resource for all things charitable, not just donor-advised funds.

Contact us any time at 800-262-4406, or simply submit your information and we'll call you.