Practice Management & Consulting

 A premier advisor education program with complementary CE credits, only available at Fidelity Charitable

Why Fidelity Charitable?

As the nation’s largest grantmaker and with 30+ years in charitable planning, we have unparalleled expertise.

Our national team of charitable experts can deliver tools and customized learning to fit your needs.

Since 2016, over 31,000 advisors have benefited from our practice management & consulting program. 

We are your first call in philanthropy.

Content that meets your needs

Whether you’re looking for CE credits, guidance on donating non-publicly traded assets, or ideas for engaging families, our comprehensive curriculum covers it all.

Starting your charitable planning journey

For advisors new to charitable planning who are looking to learn the fundamentals of tax-smart giving to grow their practice.

Continuing your charitable planning journey

For advisors ready to deepen their knowledge of charitable planning, expand their offerings, and prospect new clients.

Education that meets you where you are

We’ve made our curriculum accessible through multiple learning modes so you can quickly bring the learning back to your clients.


Webinars offering complementary CE credit and our most timely insights.


Customized sessions offered in-person or virtually by our team of charitable experts.


Coming soon!