Year-end charitable
tax planning resources
The deadline to make eligible charitable contributions for 2025 is quickly approaching. Don't miss what may be one of your clients' most strategic decisions at year-end. Use the following resources to facilitate your year-end planning conversations.
Strategies for navigating new tax laws
Navigate the One Big Beautiful Bill Act
Understand how new tax provisions could significantly influence decisions on charitable giving strategies, offering both expanded opportunities and important considerations for your clients.
OBBB: Impact on charitable planning (webinar recording)
Passing of the One Big Beautiful Bill Act creates implications for your clients future giving and opportunities for 2025. Watch our webinar recording to learn how to navigate considerations for 2025 giving. (56:50)
Contribution guidelines
To be eligible for a 2025 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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