Grow your practice with charitable planning

Advisor Solutions:
We make giving easier

As the nation’s largest grantmaker with over 30 years working with advisors, we have the solutions, programs, and tools you need to help grow your practice with charitable planning.

Advisor Education:
Practice Management & Consulting

Explore CE credit opportunities designed to help you attract new clients and deepen existing client relationships. Since 2016, we have educated more than 31,000 advisors on tax-smart strategies, donating non-cash assets, identifying charitable planning opportunities and more.

Advisor Solutions:
Our Complex Assets Group

See how Fidelity Charitable’s Complex Assets Group can help make donating non-cash assets easier. Our in-house experts have helped convert more than $13.2B in non-publicly traded assets to dollars for charity since inception. 

Parenting & philanthropy:
Growing the next generation of givers

Discover outcomes from parents who model philanthropic behavior with their children. With insights from our report, you can feel confident in fostering value-add conversations with clients and deepen generational relationships.

Young investor priorities:
Why charitable planning matters

Our research reveals that 59% of young investors are looking to their advisors for services beyond financial advice and investment management. Learn how charitable planning is uniquely positioned to meet these needs.

Private Foundations and Donor-Advised Funds:
A Guide to Choosing Your Philanthropic Path

Understand the relationship between donor-advised funds and private foundations. While individually effective, learning to use these two vehicles together has the potential to effectively serve both your clients’ charitable giving strategy and their tax needs.