Lighthouse

Today’s investors want more from their advisor. 

They’re looking for a holistic financial plan that takes all of their life goals into consideration.
They want to engage in deeper conversations about their values, passions, and purpose.
They’re looking to you for guidance to fulfill their life goals in a tax-smart and efficient way. 

Charitable planning helps you deliver more meaning.

2024 Giving Report

Explore our latest Giving Report to learn how donors made record-breaking impact in 2023 and get insight into the giving behaviors that got them there. Highlights from the report:

  • $11.8 billion in grants to charity in 2023
  • 63% of contributions were in the form of non-cash assets, like stocks
  • Contributions of non-publicly traded assets, like private equity, totaled $1.4 billion
  • Since its inception, Fidelity Charitable has created an additional $22.2 billion in additional funds for philanthropy through investment growth 

Fidelity Charitable makes giving easier.

After 30+ years of working together, we know how to support your practice so you can focus on what really matters: your clients
In addition to a dedicated support group for advisors, we offer:

Our Private Donor Group with best-in-class service for your most generous clients.

The Complex Asset Group with years of experience and expertise in donating non-publicly traded assets.