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Tools and resources

Tools and worksheets for all four steps to smarter giving, plus additional resources to assist you as you continue on your giving journey.

giving tools

Mission statement worksheet

Create a personal mission statement to guide your giving.

Download the worksheet

Action plan worksheet

Develop your giving goals and action plan.

Download the worksheet

Nonprofit checklist

The questions you should ask every nonprofit.

Download the checklist

Securities donation calculator

See the tax advantages of contributing long-term appreciated securities.

Learn more

giving resources

Bolder Giving

Bolder Giving is a national nonprofit that inspires and supports people to give at their full lifetime potential toward a just and sustainable world.

Learn more about Bolder Giving

Foundation Center

Through data, analysis, and training, the Foundation Center connects people who want to change the world to the resources they need to succeed.

Learn more about Foundation Center

The Center for Effective Philanthropy

The Center for Effective Philanthropy is a nonprofit organization with a mission to provide data and create insight so philanthropic funders can better define, assess, and improve their effectiveness and impact.

Learn more about the Center for Effective Philanthropy

The Center for High Impact Philanthropy

The Center for High Impact Philanthropy is a multidisciplinary nonprofit that provides independent analysis and decision-making tools to ensure that philanthropic funds have the greatest possible impact.

Learn more about the Center for High Impact Philanthropy

Exponent Philanthropy

Exponent Philanthropy is a vibrant membership organization that provides the resources and connections that help funders make the most of the minutes they have and the dollars they give.

Learn more about Exponent Philanthropy

The Bridgespan Group

The Bridgespan Group is a nonprofit resource for mission-driven organizations and philanthropists.

Learn more about The Bridgespan Group

National Center for Family Philanthropy

The National Center for Family Philanthropy is the only nonprofit resource dedicated exclusively to families who give and those who work with them.

Learn more about National Center for Family Philanthropy

Research on giving and generosity

The Science of Generosity Initiative

The Science of Generosity Initiative at the University of Notre Dame aims to bring together diverse approaches to create a field for the study of generosity in all its forms.

Learn more about the Science of Generosity Initiative

Greater Good Science Center

The Greater Good Science Center at University of California–Berkeley studies the psychology, sociology, and neuroscience of well-being and teaches skills that foster a thriving, resilient, and compassionate society.

Visit the Greater Good Science Center

Giving and Planning Report

The Giving and Planning survey report explores Fidelity Charitable donors’ yearly giving objectives and long-term philanthropic plans, and how these approaches vary across age, life stage, gift size, and gender.

Download the report

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