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Advisor Resource Center

From industry trends and insights to case studies, articles and more, we have the resources you need to elevate your client's giving strategy. Browse the full library or use the filter to tailor your results.

  1. 3 trends shaping philanthropy in 2022

    Audience: Advisor, Client

    Topic: Charitable giving essentials

    Content type: Article

    Read the article

  2. Charitable Solutions: Naming Fidelity Charitable in an Estate Plan

    Audience: Client

    Topic: Charitable giving essentials

    Content type: One-pager

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  3. Modernize your company’s giving programs

    Audience: Client

    Topic: Charitable giving essentials

    Content type: Article

    See how to get started

  4. Charitable Conversation Starters

    Audience: Advisor

    Topic: Charitable giving essentials

    Content type: One-pager

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  5. Tips for clients using a private foundation

    Audience: Advisor

    Topic: Charitable giving essentials

    Content type: Article

    Start the conversation

  6. A Guide for Choosing Your Philanthropic Path

    Audience: Client

    Topic: Charitable giving essentials

    Content type: Guide

    Access the guide  Opens in a new window

  7. Charitable giving vehicles comparison

    Audience: Advisor, Client

    Topic: Charitable giving essentials

    Content type: Article

    Compare vehicles

  8. The Endowed Giving Program of Fidelity Charitable

    Audience: Client

    Topic: Charitable giving essentials

    Content type: One-pager

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  9. A Smarter Way to Give

    Audience: Client

    Topic: Charitable giving essentials

    Content type: Video

    Watch the video

  10. Charitable Planning Guide

    Audience: Advisor

    Topic: Charitable giving essentials

    Content type: Guide

    Download the guide  Opens in a new window

  11. What is a donor-advised fund?

    Audience: Advisor, Client

    Topic: Charitable giving essentials

    Content type: Article

    Learn more

  12. Can I make a pledge with a donor-advised fund?

    Audience: Advisor, Client

    Topic: Charitable giving essentials

    Content type: Article

    Read the article

  13. Charitable remainder trusts

    Audience: Advisor, Client

    Topic: Charitable giving essentials

    Content type: Article

    Read the article

  14. What is a private family foundation?

    Audience: Advisor, Client

    Topic: Charitable giving essentials

    Content type: Article

    Read the article

  15. Are financial advisors meeting the full hierarchy of client needs?

    Audience: Advisor

    Topic: Charitable giving essentials

    Content type: Article

    Learn more

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