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Whether you already offer charitable planning or are just getting started,
our product agnostic educational and consulting program can help you
better serve clients and grow your business.
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.
Fidelity Charitable Practice Management helps you
Earn continuing education credit with these courses and stay tuned for new content
to help you achieve your goals and meet your education requirements.
Learn about philanthropic tax strategies, the differences among charitable vehicles, best practices for recognizing opportunities, conversation tips, and more.
Discover the benefits and key considerations behind the growing trend of helping clients contribute non-publicly traded or complex assets to public charities.
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.