Practice Management & Consulting
A premier advisor education program with complimentary CE credits, only available at Fidelity Charitable
Learn charitable planning from the nation's largest grantmaker. With Fidelity Charitable, you can:
Leverage 30+ years of unparalleled expertise
Access a national team of experts
Experience tailored learning for your needs
Reach out to our charitable planning experts to arrange a session today.
COMPLIMENTARY CE SESSION
Looking Ahead: 2025 Market & Philanthropy Outlook
Join us for a comprehensive outlook for 2025. This session will provide a detailed look at the latest economic and philanthropic trends to help enhance your practice for the year ahead.
February 4, 2025
1:00 p.m. – 2:00 p.m. ET
Consulting curriculum
Our curriculum is based on feedback received about the education needs of advisors like you. If you’re looking for the latest tax-smart strategies or access to CE credits, dive into our curriculum below.
Fundamentals: For advisors newer to tax-smart giving strategies
Introduction to Charitable Planning
Explore the fundamentals of charitable giving in this product-agnositc session, which covers trends in philanthropy, key tax considerations and common giving vehicles.
Charitable Giving Vehicles
Understand the differences between donor-advised funds, private foundations, and charitable trusts and find out how to align each vehicle with client goals and giving strategies.
Tax-Smart Charitable Strategies
Learn to integrate timing, asset selection, and giving vehicles into personalized charitable strategies that align with client goals and optimize the potential tax benefits.
Advanced Strategies: For advisors deepening their charitable planning knowledge
Donating Non-Cash Assets
Go beyond cash donations to explore strategies for giving complex assets such as privately held business interests or crypto.
Using Equity Awards for Tax-Smart Giving
Discover how to help clients use equity awards—like restricted stock options—for charitable giving, with tax-aware strategies and practical client conversation tips.
Identifying Charitable Planning Opportunities
Identify key life events and financial milestones that signal charitable planning opportunities. Discover practical cues and gain conversation starters for engagement.
