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Nearly half of high-net-worth donors aren’t using tax-savvy methods that could help them give more.1 Don’t miss the opportunity to position yourself as a go-to expert for your clients by having the charitable conversation.
By incorporating charitable planning, you can:
12016 The Giving Gap Report
Our donor-advised fund, the Giving Account, can simplify your clients’ giving, provide significant tax advantages and help them give more to the causes they care about.
We’re here for you, too. Think of Fidelity Charitable as your extended team. As the largest donor-advised fund sponsoring organization with more than 25 years of experience, we have the charitable planning expertise to help you provide value-added advice to your clients and grow your business.