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Events & education for professional advisors

For Advisors

Connect with Fidelity Charitable at events, live and on-demand webinars and industry conferences. Hear the latest from our thought leaders on charitable planning strategies and take advantage of continuing education opportunities.

Upcoming events & webinars

January, 2018


January, 2018

Heckerling Institute on Estate Planning


Orlando World Center Marriott Resort & Convention Center - Orlando, FL

Past webinars

The Countdown is on: Year-end Charitable Tax Strategies

This presentation covers year‐end tax considerations and charitable planning opportunities to discuss with your clients

View the webinar

Ask the Experts: Strategies and Tactics for Using Complex Assets for Charitable Giving

Join this “ask the experts” session to learn about specific scenarios you are discussing with your clients about the donation of non-cash assets.

View the webinar

Beyond Cash: Planning Strategies for Complex Charitable Contributions

Charitable donations of non-cash assets often provide the most tax-efficient way to support charitable causes. Watch this webinar to discover innovative ideas to consider for your clients.

View the webinar

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Practice Management

Whether you already offer charitable planning or are just getting started, our product-agnostic educational and consulting program can help you better serve clients and grow your business.

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Connect with an expert

Or call us at 1-800-262-6039