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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2026 Giving Report
Audience: Advisor, Client
Content type: Report
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Celebrating our Fidelity Charitable Philanthropic Champions
Audience: Advisor, Client
Content type: Article
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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
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Charitable Giving Tax Savings Calculator
Audience: Advisor, Client
Topic: Tax strategies
Content type: Tool
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The Giving Account
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
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Charitable Investment Advisor Program Brochure-Fidelity Custodied
Audience: Advisor
Topic: About Fidelity Charitable
Content type: One-pager
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A Guide for Choosing Your Philanthropic Path
Audience: Client
Topic: Charitable giving essentials
Content type: Guide
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