Try our demo
Forms
Help Center
Open a Giving Account
Log in
Fidelity Charitable
The Giving Account
Learn about our donor-advised fund
How it works Charities you can support What you can donate What it costs Investment options Working with your financial advisor Private Donor Group
Research & Insights
Discover the latest trends and content on giving
Research & insights Blog Donor stories
Guidance
Expert guidance on your giving strategy
Philanthropy 101 Family philanthropy Tax strategies Disaster relief Research charities Philanthropic Journey Guide Donor Guidance Program Tools and calculators Webinars
Open a Giving Account
Log in
About us
For advisors
For charities
Try our demo
Help Center
Create Action Plan

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