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.
2025 Fidelity Charitable Giving Report
Audience: Advisor, Client
Content type: Report
Read the report Opens in a new window
Charitable Conversation Starters
Audience: Advisors
Topic: Charitable giving essentials
Content type: One-pager
Access the one-pager Opens in a new window
Are financial advisors meeting the full hierarchy of client needs?
Audience: Advisor
Topic: Charitable giving essentials
Content type: Article
Learn more
Charitable Giving Tax Savings Calculator
Audience: Advisor, Client
Topic: Tax strategies
Content type: Tool
Utilize the tool
The Giving Account: A Guide for Financial Advisors
Audience: Advisor
Topic: About Fidelity Charitable
Content type: Brochure
Access the brochure Opens in a new window
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
Cryptocurrency and philanthropy
Audience: Advisor, Client
Topic: Research and reports
Content type: Report
Explore how crypto investors give
Portfolio Rebalancing: A Tax-Efficient Opportunity for Charitable Giving
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: One-pager
Access the one-pager Opens in a new window
A Smarter Way to Give
Audience: Client
Topic: Charitable giving essentials
Content type: Video
Watch the video
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
Maximize Tax Savings by "Bunching"
Audience: Advisor, Client
Topic: Tax strategies
Content type: Video
Watch the video
A Guide for Choosing Your Philanthropic Path
Audience: Client
Topic: Charitable giving essentials
Content type: Guide
Access the guide Opens in a new window
Uncover Charitable Opportunities From Mergers and Acquisition Activity
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: Video
Watch the video
2021 Women and Giving
Audience: Advisor, Client
Topic: Research and reports
Content type: Report
Download the report Opens in a new window
Private Equity Interests: A Smarter Way to Fund Philanthropy
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: Video
Watch the video
Impact Investing: At a Tipping Point?
Audience: Advisor, Client
Topic: Research and reports
Content type: Report
Download the report Opens in a new window
Women and Philanthropy
Audience: Advisor
Topic: Family philanthropy
Content type: Webinar replay
Watch the video
Entrepreneurs as Philanthropists
Audience: Client
Topic: Research and reports
Content type: Report
Download the report Opens in a new window
Equity Compensation and Charitable Opportunities
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: Video
Watch the video
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
Smarter Charitable Giving with Non-Cash Assets
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: Video
Watch the video
Case Study: Donating Appreciated Securities
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: Case study
Access the case study Opens in a new window
Modernize your company’s giving programs
Audience: Client
Topic: Charitable giving essentials
Content type: Article
See how to get started
How Couples Give
Audience: Advisor, Client
Topic: Family philanthropy
Content type: Report
Access the report Opens in a new window
Tax-smart giving with equity awards
Audience: Advisor, Client
Topic: Tax strategies, Non-cash contributions
Content type: Article
Read how it works
Donating Restricted Stock and Other Equity Compensation Awards to Charity
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: White paper
Access the white paper Opens in a new window
Pick the right asset for smarter charitable giving
Audience: Client
Topic: Non-cash contributions
Content type: Article
Explore the strategy
Case Study: Roth conversion with a charitable offset strategy
Audience: Advisor, Client
Topic: Tax strategies
Content type: Case study
Access the case study Opens in a new window
Give back when selling your business
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: Article
Follow these tips
Using Restricted Stock and Other Equity Awards for Tax-Smart Giving
Audience: Advisor, Client
Topic: Non-cash contributions
Content type: White paper
Access the white paper Opens in a new window
Tell us what you think!
Your feedback is valuable to us. Complete this brief survey about your experience using the Advisor Resource Center.
