Step 2: Create an action plan

Now that you've identified what is most important to you through the creation of a charitable mission statement, it's time to decide how you can really make an impact on the causes you care about. Create an action plan using the information here.

Seven ways to make your donation accomplish more

Not all giving is equal. These seven tips will help your donation drive greater impact.

Learn how to have a greater impact

Develop your giving goals and action plan

Create a giving game plan that's just right for you using the menu of options on this worksheet.

Plan your next steps

For those interested in making a difference, Joan Siefert Rose says just start now.

See her tips on ways to get involved (0:28)

Is your head talking to your heart?

Giving back is a basic human instinct. But you'll enjoy it more when you balance the head and the heart, says Al Mueller, president of the philanthropic advisory firm Excellence in Giving.

Align your giving with your mission

Tax-smart strategies may provide more resources for giving

The savvy use of strategies in your charitable giving, like donating appreciated stock, can result in an unexpected double win: improving the world, with a potential tax break to boot.

Learn more about smart tax strategies

Ready to take the next step?

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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

< Previous step | Next step >

About Fidelity Charitable

We're one of the largest grant makers in the country, and our mission is to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple, and effective.

Learn more about Fidelity Charitable