Virtual Resource Guide

Virtual Resource Guide

In-person meetings may be temporarily on hold, but we haven’t stopped finding ways to support financial advisors. This Virtual Resource Guide lets our experts do the heavy lifting around charitable planning, giving you one less thing to worry about.

Fidelity Charitable is here to support you and your clients with virtual resources to provide professional development for your advisors as well information to serve and educate your clients and prospects.

As the country’s largest donor-advised fund sponsor, Fidelity Charitable has a national network of philanthropic experts available to present on a variety of charitable giving topics. We provide unique insight into what’s working across the industry and how to incorporate best practices to keep your firm on the leading edge.

Review these program offerings with your firm’s needs and target audiences in mind. Your Charitable Planning Consultant is available to discuss these options in detail and how we can support your firm with anything from business development to continuing education and more.

View session descriptions by downloading the guide today.