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Charitable Planning
Practice Management

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.

Consulting and education
tailored for 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

practice-management-process

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 to grow your business

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

Using non-publicly traded assets to fund philanthropy

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

Reaching your clients' families and the next generation (Coming soon)

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.

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

Get support when you need it

Get started today.

Connect with an expert

Or call us at 1-800-262-4923