Advisor insights

Practice Management

Support

Charitable Investment Advisor Program

Contact an expert

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.

Filter by:

Topic

Audience

Celebrating our Fidelity Charitable Philanthropic Champions

Audience: Advisor, Client

Content type: Article

Meet the winners
2025 Fidelity Charitable Giving Report

Audience: Advisor, Client

Content type: Report

Read the report Opens in a new window
Charitable Conversation Starters

Audience: Advisors

Topic: Charitable giving essentials

Content type: One-pager

Access the one-pager Opens in a new window
Are financial advisors meeting the full hierarchy of client needs?

Audience: Advisor

Topic: Charitable giving essentials

Content type: Article

Learn more
Charitable Giving Tax Savings Calculator

Audience: Advisor, Client

Topic: Tax strategies

Content type: Tool

Utilize the tool
The Giving Account: A Guide for Financial Advisors

Audience: Advisor

Topic: About Fidelity Charitable

Content type: Brochure

Access the brochure Opens in a new window
Case Study: Donating Restricted Stock

Audience: Advisor, Client

Topic: Non-cash contributions

Content type: Case study

Access the case study Opens in a new window
Cryptocurrency and philanthropy

Audience: Advisor, Client

Topic: Research and reports

Content type: Report

Explore how crypto investors give
Advisor Solutions Brochure

Audience: Advisor

Topic: About Fidelity Charitable

Content type: Brochure

Read the brochure Opens in a new window
Charitable giving vehicles comparison

Audience: Client

Topic: Charitable giving essentials

Content type: Article

Compare vehicles
Charitable Opportunities for SPAC Investors

Audience: Advisor, Client

Topic: Non-cash contributions

Content type: Guide

Access the guide Opens in a new window
Charitable Solutions: Naming Fidelity Charitable in an Estate Plan

Audience: Client

Topic: Charitable giving essentials

Content type: Article

Read the article
Charitable Planning Guide

Audience: Advisor

Topic: Charitable giving essentials

Content type: Guide

Download the guide Opens in a new window
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
Fidelity Charitable Corporate Giving

Audience: Client

Topic: About Fidelity Charitable

Content type: One-pager

Access the one-pager Opens in a new window
The Evolution from Charitable Giving to Charitable Living

Audience: Advisor, Client

Topic: Research and reports

Content type: Report

Explore the future of philanthropy
Fund Your Charitable Giving from Unexpected Sources

Audience: Advisor, Client

Topic: Non-cash contributions

Content type: White paper

Access the white paper Opens in a new window
Giving in the workplace

Audience: Advisors, Clients

Topic: Research and reports

Content type: Report

Explore the data
Giving Account Administrative Fees

Audience: Advisor, Client

Topic: About Fidelity Charitable

Content type: One-pager

Access the one-pager Opens in a new window
Uncover Charitable Opportunities From Mergers and Acquisition Activity

Audience: Advisor, Client

Topic: Non-cash contributions

Content type: Video

Watch the video
Case Study: Donating S-Corp Stock

Audience: Advisor, Client

Topic: Non-cash contributions

Content type: Case study

Access the case study Opens in a new window
Fidelity Charitable Giving Account Guide

Audience: Clients

Topic: About Fidelity Charitable

Content type: Guidelines

Get the guide
Portfolio Rebalancing: A Tax-Efficient Opportunity for Charitable Giving

Audience: Advisor, Client

Topic: Non-cash contributions

Content type: One-pager

Access the one-pager Opens in a new window
Charitable remainder trusts

Audience: Advisor, Client

Topic: Charitable giving essentials

Content type: Article

Read the article
The Endowed Giving Program

Audience: Client

Topic: Charitable giving essentials

Content type: One-pager

Access the one-pager Opens in a new window
Tax benefits of donor-advised funds

Audience: Client

Topic: Tax strategies

Content type: Video

Watch the video
The Giving Account Brochure

Audience: Client

Topic: About Fidelity Charitable

Content type: Brochure

Access the brochure Opens in a new window
What is a donor-advised fund?

Audience: Advisor, Client

Topic: Charitable giving essentials

Content type: Article

Learn more
2021 Women and Giving

Audience: Advisor, Client

Topic: Research and reports

Content type: Report

Download the report Opens in a new window
Private Equity Interests: A Smarter Way to Fund Philanthropy

Audience: Advisor, Client

Topic: Non-cash contributions

Content type: Video

Watch the video

Tell us what you think!

Your feedback is valuable to us. Complete this brief survey about your experience using the Advisor Resource Center.

Provide feedback