Tools and resources
Charitable planning at year-end
Giving may be one of your clients’ most strategic decisions at year-end. The following resources are designed to help facilitate client giving at year-end and learn best practices for efficient account management.
Strategies & tools for advisors
Leverage our resources to help clients' maximize their charitable giving, select the right asset, and navigate their unique tax situation.
Working with us at year-end
Improvements to the advisor experience
Digital innovation and modernization
Our investment in a digital-first experience helps firms reduce administrative complexity, improve operational efficiency, and support scalable growth.
Service and operational excellence
Our investments in service capacity and operational performance help advisors deliver more consistent experiences for clients during periods of heightened giving activity.
Enhanced security and protection
Our commitment to fraud prevention and cybersecurity helps protect client assets, preserve donor intent, and support a trusted giving experience.
Tips for an efficient giving season
Year-end contribution guidelines
To be eligible for a 2026 tax deduction, charitable donations may need to be initiated early. Our contribution guidelines detail accepted asset types 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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