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We have created this short paper for you to share with clients to help them identify the best assets to fund their philanthropy.
Fidelity Charitable is an independent public charity that has helped donors support more than 220,000 nonprofit organizations with more than $25 billion in grants since its inception in 1991. Fidelity Charitable® has accepted contributions of over $3 billion in complex, non-publicly traded assets and works directly with donors, their advisors, and corporate and business lawyers to facilitate the charitable transfer of these assets to achieve the most favorable tax treatment with the greatest charitable impact.