Advisor insights
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.
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Celebrating our Fidelity Charitable Philanthropic Champions
Audience: Advisor, Client
Content type: Article
Meet the winners
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2025 Fidelity Charitable Giving Report
Audience: Advisor, Client
Content type: Report
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Charitable Conversation Starters
Audience: Advisors
Topic: Charitable giving essentials
Content type: One-pager
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Are financial advisors meeting the full hierarchy of client needs?
Audience: Advisor
Topic: Charitable giving essentials
Content type: Article
Learn more
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Charitable Giving Tax Savings Calculator
Audience: Advisor, Client
Topic: Tax strategies
Content type: Tool
Utilize the tool
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The Giving Account: A Guide for Financial Advisors
Audience: Advisor
Topic: About Fidelity Charitable
Content type: Brochure
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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
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Advisor Solutions Brochure
Audience: Advisor
Topic: About Fidelity Charitable
Content type: Brochure
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Charitable giving vehicles comparison
Audience: Client
Topic: Charitable giving essentials
Content type: Article
Compare vehicles
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Charitable Opportunities for SPAC Investors
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: Guide
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Charitable Solutions: Naming Fidelity Charitable in an Estate Plan
Audience: Client
Topic: Charitable giving essentials
Content type: Article
Read the article
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Charitable Planning Guide
Audience: Advisor
Topic: Charitable giving essentials
Content type: Guide
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How donors use a donor-advised fund
Audience: Advisor, Client
Topic: Research and reports
Content type: Report
Learn how donors use a donor-advised fund
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Fidelity Charitable Corporate Giving
Audience: Client
Topic: About Fidelity Charitable
Content type: One-pager
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The Evolution from Charitable Giving to Charitable Living
Audience: Advisor, Client
Topic: Research and reports
Content type: Report
Explore the future of philanthropy
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Fund Your Charitable Giving from Unexpected Sources
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: White paper
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Giving in the workplace
Audience: Advisors, Clients
Topic: Research and reports
Content type: Report
Explore the data
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Giving Account Administrative Fees
Audience: Advisor, Client
Topic: About Fidelity Charitable
Content type: One-pager
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Uncover Charitable Opportunities From Mergers and Acquisition Activity
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: Video
Watch the video
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Case Study: Donating S-Corp Stock
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: Case study
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Fidelity Charitable Giving Account Guide
Audience: Clients
Topic: About Fidelity Charitable
Content type: Guidelines
Get the guide
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Portfolio Rebalancing: A Tax-Efficient Opportunity for Charitable Giving
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: One-pager
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Charitable remainder trusts
Audience: Advisor, Client
Topic: Charitable giving essentials
Content type: Article
Read the article
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The Endowed Giving Program
Audience: Client
Topic: Charitable giving essentials
Content type: One-pager
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Tax benefits of donor-advised funds
Audience: Client
Topic: Tax strategies
Content type: Video
Watch the video
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The Giving Account Brochure
Audience: Client
Topic: About Fidelity Charitable
Content type: Brochure
Access the brochure Opens in a new window
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What is a donor-advised fund?
Audience: Advisor, Client
Topic: Charitable giving essentials
Content type: Article
Learn more
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2021 Women and Giving
Audience: Advisor, Client
Topic: Research and reports
Content type: Report
Download the report Opens in a new window
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Private Equity Interests: A Smarter Way to Fund Philanthropy
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: Video
Watch the video
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