Charitable Planning Practice Management

Product agnostic educational and consulting program

For Advisors

Our experts have spent years helping advisors successfully incorporate and implement philanthropic strategies. We will consult with you to design a plan to meet your needs and then customize the delivery of our educational content to help meet your specific objectives.


  • Consulting
  • Tailored Plans


  • Continuing Education Credit Courses
  • Workshops
  • Webinars


  • Product Agnostic Client Guides
  • Case Studies & Scripts
  • Calculators

Fidelity Charitable University

Charitable Planning Essentials

Learn about philanthropic tax strategies, the differences among charitable vehicles, best practices for recognizing opportunities, conversation tips, and more.

Beyond Cash: Planning Strategies for Complex Charitable Contributions

Discover the benefits and key considerations behind the growing trend of helping clients contribute non-publicly traded or complex assets to public charities.

Family Philanthropy

Gain an understanding of how to use philanthropy to connect with your clients' entire family, including the next generation, and create a philanthropic legacy for your client that spans generations.

Impact Investing

Learn how to test the waters with impact investing and start to integrate it into your practice—helping clients have a greater impact with their investments and philanthropy.

*Courses offer CE credit for the CFP®, CIMA®, CIMC®, and CPWA® certifications.

Get support when you need it

Charitable Planning Guide

Help your clients understand their options. This product-agnostic client guide provides a foundational understanding of the basics of effective charitable planning.

On the Leading Edge

What current philanthropic trends and new benchmarking data on the impact of charitable planning mean for your practice.

Appreciated Assets Donation Calculator

Construct personalized examples for your clients showing the tax advantages of contributing long-term appreciated assets.

Get started today

Or call us at 1-800-262-4923