Year-end charitable tax planning tips

The deadline to make eligible charitable contributions for 2021 is quickly approaching. Don't miss this opportunity to help your clients give more to the causes they care about - in a tax-smart way. Use the following resources to facilitate your year-end planning conversations.

Save more by giving more

Charitable Giving Strategies Worksheet

This interactive tool will help you lead client conversations around charitable giving and visually explain the potential benefits of strategies like bunching or donating appreciated securities.


Is “bunching” right for your client?

Accelerating your charitable giving and donating two years of contributions in one year can go a long way in helping to reach the standard deduction threshold.


Contribution guidelines

To be eligible for a yearly tax deduction, charitable donations may need to be initiated early. Our contribution guidelines detail which assets we accept and the time required for acceptance and processing.

How Fidelity Charitable can help

Since 1991, we have been a leader in charitable planning and giving solutions, helping donors like you support their favorite charities in smart ways.

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