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Fidelity Charitable Blog

Tax reform and year-end giving

Tax reform will impact charitable giving this year, but tax-savvy moves can benefit you and charities you care about.

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Family Giving Traditions

New research shows how philanthropic activities that individuals experienced in their families growing up influence their giving today.

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Image of donor preparing taxes at a computer

Research on tax reform and charitable giving

While donors plan to maintain their charitable giving levels in 2018, many may not understand the impact of tax-reform on their donations.

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4 questions donors should ask about tax reform

Image with 4 questions donor should ask about tax reform

Many donors haven’t adapted their giving to align with the recent tax code changes, but these questions can help them get started.

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The Buelow family volunteering.

Making business personal for a cause

See how entrepreneurs Todd and Michelle Buelow take a hands-on approach to addressing substance abuse and hunger.

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Children using tablet to represent entrepreneur Rob Friedman’s innovative philanthropic solutions in education.

Entrepreneurs influencing philanthropy

See how Robert Friedman channels the spirit that helped him launch businesses to fuel charitable endeavors and get his tips for making a difference.

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4 steps to start impact investing

Want to try impact investing, but not sure how to get started? Fidelity Charitable donor Sasha Rabsey shares tips based on her own experience getting started.

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Key findings for the Entrepreneurs as Philanthropists

Key insights into entrepreneurs as philanthropists

Get insights into what qualities, if any, are unique to entrepreneurs as philanthropists in this comparison between entrepreneurs and non-entrepreneurs.

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This infographic shares how women can have an even greater impact by upping their financial knowledge.

Infographic: How women can boost philanthropic power

Generous, decisive and determined to help the world, women can have an even greater impact by upping their financial knowledge.

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An interview with Jacki Zehner

Women walking on a path to represent the gender diversity impacting that Jacki Zehner discusses as part of her philanthropic and investment strategy.

Jacki Zehner, president of the Jacquelyn and Gregory Zehner Foundation and a co-founder of Women Moving Millions, discusses her philanthropic and investment strategies.

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Gender diversity investing

Two women on a beach representing the women supported by gender diversity investing.

Debunking the common misconception that investing in gender diversity strategies means investors must be willing to sacrifice financial returns.

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A grandpa and grandson having a conversation about charitable giving to represent inspiring the next generation of philanthropists.

Inspire the next generation of philanthropists

Influence your family’s next generation of philanthropists and help build a legacy of giving with these six tips.

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Expanded sustainable and impact investing options

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Fidelity Charitable now offers our donors access to four different Sustainable and Impact Investing pools.

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Can I make a pledge with a donor-advised fund?

While you can’t use your donor-advised fund to fulfill a legally binding pledge, you can make a commitment to give with a gift letter of intent.

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Benefits of investing charitable dollars

Investing charitable dollars may allow donors to be able to give even more to the causes they care about.

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Tax reform and its impact on donor-advised funds

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The tax reform law could influence the way donors approach giving and make donor-advised funds a more mainstream vehicle for charitable giving.

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5 trends and strategies to watch for charitable giving

Illustration of trends and strategies to watch for charitable giving

See the trends taxpayers may see in 2018 and strategies to get the most out of their charitable giving.

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Will tax reform affect your charitable deduction?

The Tax Cuts and Jobs Act of 2017 brought significant changes to the American tax code, and taxpayers are now facing new financial decisions.

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Summary of tax legislation related to charitable giving

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Several new changes to the tax code will impact charitable giving, including updates to the standard deduction and other federal tax deductions.

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3 tax-smart options for offsetting a high-income year

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With tax time approaching, these smart strategies are worth discussing with your advisor as you plan for 2018.

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Nonprofit board meeting

5 tips for joining a nonprofit board

You can make an even greater impact as a donor when you join a charity’s board, and with these tips, you’ll be prepared for success.

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Pamela Norley, President of Fidelity Charitable

WealthTrack: How to maximize your charitable giving

PBS invited the President of Fidelity Charitable, Pamela Norley, to discuss charitable giving & current trends. Watch Now.

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Illustration comparing an IRA qualified charitable distribution to a donation of appreciate stock.

IRA charitable contributions vs. appreciated securities

Compare the tax advantages of making an IRA charitable contribution and donating long-term appreciated securities.

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4 reasons to donate stock to charity

Growing plantings to represent how donating stock is one of the easiest ways to give more to causes you care about.

Donating stock directly to charity is one of the most tax-smart ways to give. Yet, it is often not well understood or widely used. Here are four reasons you should give stock donation a try.

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Infographic: Where you live, how you give

What are the charitable differences between the Northeast, South, West and Midwest? This infographic gives a visual tour of regional giving trends.

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The Boomer Woman’s Guide to Better Giving

Tips designed to help a generation that finds deep fulfillment in giving back create even greater impact.

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Digital trends in giving: apps, access and experiences

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Fidelity Charitable CTO Katherine Lagana shares how technology has changed giving—and where it will take us next.

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How to donate: 7 tips to improve your giving

Donors want to give more money but are concerned about their finances and how charities spend the funds. Here’s how to donate more effectively.

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Growing charitable dollars for bigger gifts

Rows of growing plants to illustrate growing charitable dollars for bigger gifts.

How has Fidelity Charitable created an additional $3.8B for charity? Dan Bergschneider, VP of investment programs, shares investment strategies that make it happen.

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A man washing his hands at an outdoor faucet

Leftover hotel soap into hygiene kits for the needy

They recycle soap that would otherwise be thrown away through a program supported with their donor-advised fund.

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Is giving together the secret to happiness?

Study finds that, when it comes to charitable giving, most couples find common ground.

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4 smart contribution strategies with a donor-advised fund

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These financially savvy charitable contribution strategies can help you maximize giving with a donor-advised fund.

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A group of Millennial women talking

The Millennial Woman’s Guide to Better Giving

Tips designed to help a social, experimental generation of women make charitable giving more satisfying.

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5 assets you can turn into charitable gifts

Infographic: non-publicly traded assets to fund philanthropy

See what non-publicly traded assets can easily be converted into charitable dollars with the help of Fidelity Charitable.

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A map with pushpins to represent the top cities for giving.

Ranking the top cities for giving

These top 10 lists for each charitable sector rank support by city and show how giving varies across the United States.

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Helping to put 700 low-income children through preschool

Dan and Jill Francis helped an additional 79 children go to preschool by using this giving method.

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The Right Time for Investors to Rebalance

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Clients looking to make a charitable gift to offset taxable income generated from rebalancing their portfolio should consider a charitable donation to a donor-advised fund.

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Key insights into the future of philanthropy

Learn how key trends in philanthropy are impacting individual donors and the way giving is evolving based on donor perceptions and generational shifts.

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Former school counselor helping foster kids go to college

Karen Long helped send former foster children to college using this giving method.

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A young girl from Guatemala

From homelessness to a promising future, thanks to this family

1,400 kids in Guatemala are receiving more than an education, thanks to a school started with a donation from a donor-advised fund.

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Infographic: What holds donors back from giving more?

Two-thirds of donors want to give more to charity. Our infographic shares some of the barriers that hold them back and potential ways to overcome them.

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Family smiling with gifts for the holidays

How to give the gift of charity for the holidays

Learn about Fidelity Charitable's Gift4Giving program for a gift that goes further than anything you could ever wrap in a box.

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Tax-savvy donors have stopped writing checks to charity

Filling out taxes

See the tax-savvy reason smart donors have stopped writing checks to charity.

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Your charitable spring cleaning checklist

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Reach your charitable goals and give with the greatest impact by using this checklist to organize your giving.

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Protest to raise awareness of gender violence in India

How this grandfather is fighting violence against women

By supporting the creation of a documentary about gender violence, Fidelity Charitable donor Mohamed Hamir hopes to shine a light on the problem.

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A mother and daughter hug

How two generations of women give differently

Women are shaping philanthropy more than ever. Explore how two of the largest generations of women are giving in this infographic.

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A child reading

How one millennial donor is helping students grow skills

Thanks to Fidelity Charitable donor Tiffany Yu, students who were falling behind are not only catching up, but getting ahead in reading and in life.

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3 ways to get your giving summer ready

With the help of a few smart tips and tools, you can continue to support the causes you care about, no matter where you are.

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