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Charitable Planning
Practice Management

Product agnostic educational and consulting program

Our experts have spent years helping advisors successfully incorporate and implement philanthropic strategies. We will consult with you to design a plan to meet your needs and then customize the delivery of our educational content to help meet your specific objectives.

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Podcast

How Advisors can gain a competitive edge with philanthropy

Learn what the Fidelity Charitable Practice Management program is, why it’s important, and how it can help you gain a competitive advantage.

Listen now

Fidelity Charitable University

Earn continuing education credit with these courses and stay tuned for new content
to help you achieve your goals and meet your education requirements.

Charitable Planning Essentials

Learn about philanthropic tax strategies, the differences among charitable vehicles, best practices for recognizing opportunities, conversation tips, and more.

Watch the Charitable Essentials course and earn CFP® continuing education credit.

Beyond Cash: Planning Strategies for Complex Charitable Contributions

Discover the benefits and key considerations behind the growing trend of helping clients contribute non-publicly traded or complex assets to public charities.

Family Philanthropy

Gain an understanding of how to use philanthropy to connect with your clients' entire family, including the next generation, and create a philanthropic legacy for your client that spans generations.

Impact Investing

Learn how to test the waters with impact investing and start to integrate it into your practice—helping clients have a greater impact with their investments and philanthropy.

* Courses offer CE credit for the CFP®, CIMA®, CIMC®, and CPWA® certifications.

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Or call us at 1-800-262-4923