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Step 2: Create an action plan

Now that you've identified what is most important to you through the creation of a charitable mission statement, it's time to decide how you can really make an impact on the causes you care about. Create an action plan using the information here.

Is your head talking to your heart?

Giving back is a basic human instinct. But you'll enjoy it more when you balance the head and the heart, says Al Mueller, president of the philanthropic advisory firm Excellence in Giving.

Align your giving with your mission

Tax-smart strategies may provide more resources for giving

The savvy use of strategies in your charitable giving, like donating appreciated stock, can result in an unexpected double win: improving the world, with a potential tax break to boot.

Learn more about smart tax strategies

About Fidelity Charitable

We're one of the largest grant makers in the country, and our mission is to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple, and effective.

Learn more about Fidelity Charitable