Upgrade your browser to improve your experience. See recommended browsers

Client resources

We've compiled a library of resources for you to share with your clients, including white papers, articles, videos and more.

For Advisors

Tax Strategies

Tax reform and charitable giving

Person on their computer and holding a phone

Significant changes in the tax code could affect the way your clients give to charity.

7 charitable tax deduction questions answered

tax documents

Learn about the potential tax implications (and advantages) of donating to charity.

9 ways to reduce your taxable income by giving to charity

A couple filing their taxes

There may be tax advantages your clients haven’t taken full advantage of.

Donating Appreciated Assets

Uncover Charitable Opportunities From M&A Activity

Watch the video

Smarter Charitable Giving with Non-Cash Assets

Watch the video

Private Equity Interests: A Smarter Way to Fund Philanthropy

Watch the video

Fund Your Giving from Unexpected Sources

Download the paper

Overlooked Assets Can Fund Your Greatest Gift

See the infographic

Five Essential Tips for Donating Your Business Interest Before You Exit

Get the paper

Merger & Acquisition Activity Drives Time-Sensitive Charitable Opportunities

Download the paper

Donating Restricted Stock and Other Equity Compensation Awards to Charity

Get the paper

Donating Privately Held Business Interests to Charity

Download the case study


Use Your Securities to Make a Greater Impact

Download the case study


Put Your Property to Good Use

Learn how

microphone icon


Mergers & Acquisitions: A key trigger for charitable planning

Learn how tax planning leveraging charitable giving before a corporate action, or as an offset after the event, can avoid or minimize forced capital gain taxes resulting from M&A activity.

Listen now

Family Philanthropy

How Couples Give

Is giving together the secret to happiness?

See how couples give

Family Governance and Family Philanthropy: Principles and policies to make the most of your family’s giving

Explore the key issues

Giving Together: A Guide to Managing Family Dynamics

Get the guide

Engaging the Next Generation: How to inspire a philanthropic legacy for your donor-advised fund

Download the paper

Charitable Planning 101

Charitable Planning Guide

This product-agnostic client guide provides a foundational understanding of the basics of effective charitable planning.

Get the guide

Boost Your Giving IQ

The cover of the guide

Provide your clients four steps to smarter giving.

Can I make a pledge with a donor-advised fund?

Writing in a notebook

If your clients are considering making pledges, be sure they understand the limitations when giving with a donor-advised fund.

Charitable Vehicles

Charitable vehicle comparison chart

Compare the most popular ways to give.

Review the chart

What is a donor-advised fund?

An advisor and clients talking

What is a charitable remainder trust?

Holding hands

What is a private foundation?

A flower

Charitable Planning Guide

This product-agnostic client guide provides a foundational understanding of the basics of effective charitable planning.

Get the guide


Women in Giving

A mom and her daughter

Read about the impact of generation and gender on philanthropy and download our report.

The Future of Philanthropy

A cover of the report

How are key trends in philanthropy actually impacting individual donors?

2018 Giving Report

Insights into the growing community of Fidelity Charitable donors and how they give.

Explore the findings

Providing preschool to poor children

A girl painting

Meet the retired couple who helped put over 700 children through preschool.

Digital trends in giving: apps, access and experiences

Cell phones

Fidelity Charitable CTO Katherine Lagana shares how technology has changed philanthropy—and where it will take us next.

A school that also meets students’ basic needs

A girl

From homelessness to a promising future, thanks to this family.


Connect with an expert

Or call us at 1-800-262-6039