Year-end charitable
tax planning resources

The deadline to make eligible charitable contributions for 2025 is quickly approaching. Don't miss what may be one of your clients' most strategic decisions at year-end. Use the following resources to facilitate your year-end planning conversations.

Strategies for navigating new tax laws

Navigate the One Big Beautiful Bill Act

Understand how new tax provisions could significantly influence decisions on charitable giving strategies, offering both expanded opportunities and important considerations for your clients.

Resources and calculators for year-end

Align your clients' year-end giving with smart tax strategies leveraging key planning strategies, tools, and calculators.

Get smart tax strategies

What your clients can donate

We accept a wide range of financial assets. Guide your client conversations by understanding the benefits of donating each type.

Learn more about what your client can donate

OBBB: Impact on charitable planning (webinar recording)

Passing of the One Big Beautiful Bill Act creates implications for your clients future giving and opportunities for 2025. Watch our webinar recording to learn how to navigate considerations for 2025 giving. (56:50)

Start the charitable conversation with your clients

Ask your clients the right questions at year-end to help uncover strategic opportunities for tax-smart charitable giving.

Discover conversation starters

Appreciated Assets Donation Calculator

Learn about the tax advantages of contributing long-term appreciated assets.

Learn more

Contribution guidelines

To be eligible for a 2025 tax deduction, charitable donations may need to be initiated early. Our contribution guidelines detail which assets we accept and the time required for acceptance and processing.

Important dates

How Fidelity Charitable can help

Since 1991, we have been a leader in charitable planning and giving solutions, helping donors like you support their favorite charities in smart ways.

Open a Giving Account

Or call us at 800-262-6039

Year-end charitable tax planning resources