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..
Use this interactive tool to quickly identify untapped assets in your book that represent opportunities for your clients to potentially minimize tax implications and maximize the impact
of their charitable giving. In each case, we've also provided
triggers, scenarios, and talking points you can use to guide your
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.