Philanthropy 101

Learn about the different ways to give and discover how to make your giving more impactful and satisfying.

Get started with smarter charitable giving

Boost your Giving IQ

Recent research tells us that generosity is hardwired in our brains. But we aren't born knowing how to have the greatest impact with our giving.

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Step 1: Discover your mission

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Step 2: Create an action plan

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Step 3: Choose the right nonprofits

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Step 4: Amplify your impact

Anyone can be an effective philanthropist. We explore the benefits of philanthropy in the 21st century.

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Feel good about where you choose to send your support. Use these resources to help you make more informed giving decisions.

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Ways to give

Learn how a donor-advised fund is a simple, flexible and tax-efficient way to give to your favorite charities while potentially growing your donation over time.

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Efficiently transfer assets to family members, reduce tax liability and make a charitable impact.

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Align your investments with your personal and philanthropic values to make a difference with your investments while generating financial returns.

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Qualified charitable distributions can help you meet minimum distribution requirements for IRAs and support the charitable causes you care about.

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A private family foundation is one way to create a framework for giving that can enable you to establish a philanthropic legacy.

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Learn the ins and outs of how private foundations work, and how a donor-advised fund can lead to greater flexibility at a significantly lower cost.

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A community foundation is a public charity that typically supports local needs in a specific geographic area.

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A bequest is a gift you can leave in your will. Charitable bequests are an easy way to leave money to charity as part of your legacy.

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A contract that provides the donor a fixed income stream for life in exchange for a sizable donation to charity. Learn how it works.

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Charitable lead trusts illustration

An irrevocable trust designed to provide financial support to charities for a period of time, with the remaining assets going to beneficiaries.

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A pooled income fund can provide tax benefits and support for charities. Learn about the qualifying contributions and tax benefits.

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Donating an IRA or other retirement assets to charity can be a tax-smart estate planning strategy. It can mean more funds for charities and heirs alike.

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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.

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Or call us at 800-262-6039