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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. Using Dollars for Change: Seven Key Insights Into Impact Investing

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

    Download the report  Opens in a new window

  2. All Eyes on Ukraine: How Americans are Responding to the Ukraine Humanitarian Crisis

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

    Download the report  Opens in a new window

  3. 2022 Giving Report

    Audience: Advisor, Client

    Topic: About Fidelity Charitable

    Content type: Report

    Download the report  Opens in a new window

  4. Case Study: Donating Restricted Stock

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Case study

    Access the case study  Opens in a new window

  5. Cryptocurrency and philanthropy

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

    Explore how crypto investors give

  6. Impact Investing: At a Tipping Point?

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

    Download the report  Opens in a new window

  7. 3 trends shaping philanthropy in 2022

    Audience: Advisor, Client

    Topic: Charitable giving essentials

    Content type: Article

    Read the article

  8. FamilyForward Guide

    Audience: Client

    Topic: Family philanthropy

    Content type: Guide

    Download the guide  Opens in a new window

  9. Modernize your company’s giving programs

    Audience: Client

    Topic: Charitable giving essentials

    Content type: Article

    See how to get started

  10. Charitable Giving and Tax Reform

    Audience: Client

    Topic: Research and reports

    Content type: Report

    Download the report  Opens in a new window

  11. Tax-smart giving with equity awards

    Audience: Advisor, Client

    Topic: Tax strategies, Non-cash contributions

    Content type: Article

    Read how it works

  12. 2021 Women and Giving

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

    Download the report  Opens in a new window

  13. Fidelity Charitable Giving Account Guide

    Audience: Clients

    Topic: About Fidelity Charitable

    Content type: Guidelines

    Get the guide

  14. How Couples Give

    Audience: Advisor, Client

    Topic: Family philanthropy

    Content type: Report

    Access the report  Opens in a new window

  15. How potential tax reform in 2022 could affect your charitable giving

    Audience: Advisor, Client

    Topic: Tax strategies

    Content type: Article

    Read the article

  16. Entrepreneurs as Philanthropists

    Audience: Client

    Topic: Research and reports

    Content type: Report

    Download the report  Opens in a new window

  17. Charitable giving vehicles comparison

    Audience: Advisor, Client

    Topic: Charitable giving essentials

    Content type: Article

    Compare vehicles

  18. Charitable Opportunities for SPAC Investors

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Guide

    Access the guide  Opens in a new window

  19. Equity Compensation and Charitable Opportunities

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Video

    Watch the video

  20. Fidelity Charitable Corporate Giving

    Audience: Client

    Topic: About Fidelity Charitable

    Content type: One-pager

    Access the one-pager  Opens in a new window

  21. Maximize Tax Savings by "Bunching"

    Audience: Advisor, Client

    Topic: Tax strategies

    Content type: Video

    Wach the video

  22. Giving Account Administrative Fees

    Audience: Advisor, Client

    Topic: About Fidelity Charitable

    Content type: One-pager

    Access the one-pager  Opens in a new window

  23. Private Equity Interests: A Smarter Way to Fund Philanthropy

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Video

    Watch the video

  24. Gift4Giving

    Audience: Client

    Topic: About Fidelity Charitable

    Content type: One-pager

    Get the one-pager  Opens in a new window

  25. Smarter Charitable Giving with Non-Cash Assets

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Video

    Watch the video

  26. Communities in Crisis: How Donors are Responding to COVID-19

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

    Access the report  Opens in a new window

  27. Pick the right asset for smarter charitable giving

    Audience: Client

    Topic: Non-cash contributions

    Content type: Article

    Explore the strategy

  28. Case Study: Donating Private Equity Interests to Charity

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Case study

    Access the case study  Opens in a new window

  29. A Smarter Way to Give

    Audience: Client

    Topic: Charitable giving essentials

    Content type: Video

    Watch the video

  30. Case Study: Donating S-Corp Stock

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Case study

    Access the case study  Opens in a new window

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