Tools and worksheets for all four steps to smarter giving, plus additional resources to assist you as you continue on your giving journey.
Mission statement worksheet
Create a personal mission statement to guide your giving.
Nonprofit checklist
The questions you should ask every nonprofit.
Action plan worksheet
Develop your giving goals and action plan.
Appreciated Assets Donation Calculator
See the tax advantages of contributing long-term appreciated assets.
Bolder Giving
Bolder Giving is a national nonprofit that inspires and supports people to give at their full lifetime potential toward a just and sustainable world.
The Center for Effective Philanthropy
The Center for Effective Philanthropy is a nonprofit organization with a mission to provide data and create insight so philanthropic funders can better define, assess, and improve their effectiveness and impact.
Exponent Philanthropy
Exponent Philanthropy is a vibrant membership organization that provides the resources and connections that help funders make the most of the minutes they have and the dollars they give.
National Center for Family Philanthropy
The National Center for Family Philanthropy is the only nonprofit resource dedicated exclusively to families who give and those who work with them.
Foundation Center
Through data, analysis, and training, the Foundation Center connects people who want to change the world to the resources they need to succeed.
The Center for High Impact Philanthropy
The Center for High Impact Philanthropy is a multidisciplinary nonprofit that provides independent analysis and decision-making tools to ensure that philanthropic funds have the greatest possible impact.
The Bridgespan Group
The Bridgespan Group is a nonprofit resource for mission-driven organizations and philanthropists.
The Science of Generosity Initiative
The Science of Generosity Initiative at the University of Notre Dame aims to bring together diverse approaches to create a field for the study of generosity in all its forms.
Giving and Planning Report
The Giving and Planning survey report explores Fidelity Charitable donors’ yearly giving objectives and long-term philanthropic plans, and how these approaches vary across age, life stage, gift size, and gender.
Greater Good Science Center
The Greater Good Science Center at University of California–Berkeley studies the psychology, sociology, and neuroscience of well-being and teaches skills that foster a thriving, resilient, and compassionate society.
Fidelity Charitable collaborates with a network of philanthropic advisors who complement our expertise.
Mission statement worksheet
Create a personal mission statement to guide your giving.
Nonprofit checklist
The questions you should ask every nonprofit.
Action plan worksheet
Develop your giving goals and action plan.
Appreciated Assets Donation Calculator
See the tax advantages of contributing long-term appreciated assets.
Bolder Giving
Bolder Giving is a national nonprofit that inspires and supports people to give at their full lifetime potential toward a just and sustainable world.
The Center for Effective Philanthropy
The Center for Effective Philanthropy is a nonprofit organization with a mission to provide data and create insight so philanthropic funders can better define, assess, and improve their effectiveness and impact.
Exponent Philanthropy
Exponent Philanthropy is a vibrant membership organization that provides the resources and connections that help funders make the most of the minutes they have and the dollars they give.
National Center for Family Philanthropy
The National Center for Family Philanthropy is the only nonprofit resource dedicated exclusively to families who give and those who work with them.
Foundation Center
Through data, analysis, and training, the Foundation Center connects people who want to change the world to the resources they need to succeed.
The Center for High Impact Philanthropy
The Center for High Impact Philanthropy is a multidisciplinary nonprofit that provides independent analysis and decision-making tools to ensure that philanthropic funds have the greatest possible impact.
The Bridgespan Group
The Bridgespan Group is a nonprofit resource for mission-driven organizations and philanthropists.
The Science of Generosity Initiative
The Science of Generosity Initiative at the University of Notre Dame aims to bring together diverse approaches to create a field for the study of generosity in all its forms.
Giving and Planning Report
The Giving and Planning survey report explores Fidelity Charitable donors’ yearly giving objectives and long-term philanthropic plans, and how these approaches vary across age, life stage, gift size, and gender.
Greater Good Science Center
The Greater Good Science Center at University of California–Berkeley studies the psychology, sociology, and neuroscience of well-being and teaches skills that foster a thriving, resilient, and compassionate society.
Fidelity Charitable collaborates with a network of philanthropic advisors who complement our expertise.
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.
