Research and Insights

Reports and thought leadership providing a deeper look at the behavior of donors and the trends and attitudes shaping charitable giving.

2024 Giving Report

In 2023, Fidelity Charitable donors granted a record-breaking $11.8 billion to charities, making this our most impactful year to date. Explore our annual Giving Report to see how this remarkable generosity fueled remarkable results.

Read the 2024 Giving Report

Charitable living and the new retirement

Fidelity Charitable’s 2024 study reveals 78% of pre-retirees and retirees prioritize charitable giving, highlighting an opportunity for advisor engagement.

Explore the data

Charting for Impact

Our resources help you identify local organizations, prepare for site visits, and guide conversations with non-profit leaders to help you understand how you can best support their work.

Explore the resources

Outlook 2023: Perspectives on end-of-year giving

New data shows 3 in 5 Americans plan to give back this year’s end—with a boost in plans for in-person volunteering compared to past giving seasons.

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Parenting and philanthropy: Growing the next generation of givers

New research shows that more than 80% of parents find success in modeling philanthropic behavior for their children—growing the next generation of givers.

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Young investor priorities: Why charitable planning matters

Our report finds that Millennial and Gen Z investors are more likely to seek financial guidance beyond investment management, including how to fulfill personal goals, purpose and legacy.

Explore the data

2023 Geography of Giving

Our report explores philanthropic priorities and behaviors in 30 of Fidelity Charitable’s top cities for giving.

Explore the report

2023 Giving Report

Our annual Giving Report illustrates how Fidelity Charitable—fueled by donor generosity—was a sustaining force for philanthropy in 2022 despite rocky economic conditions.

Read the 2023 Giving Report

Discovering your philanthropic identity

Our new primer guides donors on their journey to discovering their unique philanthropic identity and explains approaches to help them find giving practices that best match their identity.

Download the primer

Giving in the workplace

As employees increasingly search for more meaning at work, workplace giving programs can help companies connect with workers over shared values.

Explore the data

How donors use a donor-advised fund

New research shows why Fidelity Charitable donors choose a donor-advised fund to facilitate their giving—and how it's helped them give more.

Learn how donors use a donor-advised fund

How donors align investments with values through impact investing

New research shows how investors are embracing impact investing and exploring ways to align their financial choices with their values.

Explore the data

America responds to the Ukraine humanitarian crisis

Our real-time data shows how people in America opened their wallets in response to the crisis—and how the response could continue to grow.

How donors are taking action

2022 Giving Report

Our annual Giving Report looks back on 2021 to understand how our community of donors was a sustaining force in philanthropy in another year marked by uncertainty.

Read the 2022 Giving Report

Year-end charitable giving in 2021

New research shows how Americans will support their favorite causes and take advantage of charitable tax benefits at year-end in 2021.

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Cryptocurrency and philanthropy

Our data demonstrates the link between cryptocurrency investors and charitable giving—and how digital assets could fund giving for the future.

Explore how crypto investors give

How COVID-19 will influence giving in 2021 and beyond

A Fidelity Charitable study shows how some pandemic-influenced shifts in giving behavior could be here to stay.

Explore the survey data

Women and giving in 2021

Women are highly active and engaged in philanthropy—but there are still opportunities for them to take advantage of advanced charitable planning strategies.

Learn how women give back

The Evolution from Charitable Giving to Charitable Living

Learn how donors’ modern attitudes and behaviors are expanding the very definition of philanthropy for the future.

Explore the future of philanthropy

2021 Giving Report

Our annual Giving Report looks back at how donors doubled down on their commitment to philanthropy in a year defined by unthinkable crises.

Read the 2021 Giving Report

Charitable giving in a year unlike any other

How has COVID-19 affected philanthropy? This study examines how donors are engaged in giving as 2020 draws to a close.

How COVID-19 has affected giving

The role of volunteering in philanthropy

Many charities rely on a steady supply of individuals willing to give their most valuable resource: time. This report illustrates how donors engage in volunteerism—and how COVID-19 impacted their work.

Explore volunteerism and giving

Communities in crisis

As the COVID-19 pandemic spread, donors across the country stepped up to support their local communities. This report details how donor behavior changed in response to global crisis.

Learn how donors are responding

How COVID-19 is shifting donor giving

A Fidelity Charitable survey examines how the COVID-19 pandemic could affect donor giving and volunteering behaviors.

Explore the survey data

2020 Giving Report

Our annual Giving Report tells the story of our nearly quarter million donors and how they used their Giving Accounts to make an impact in 2019.

Read the 2020 Giving Report

Adapting to tax reform

How did the Tax Cuts and Jobs Act affect the charitable giving landscape? Learn how donors adjusted their giving and their reactions after filing in 2018.

Learn how tax reform influenced giving

How advisors are adapting to impact investing trend

Impact investing is on the rise, and advisors have an opportunity to engage more clients in values-based conversations about investment strategies.

See how advisors approach impact investing

2019 Geography of Giving

How is giving in New England different from the South or Midwest? This report shows the regional differences that emerge when you explore giving city by city.

Explore regional trends and rankings

Advisor conversations after tax reform

Learn how advisor-client conversations are shifting after tax reform, as financial advisors increasingly embrace and promote charitable strategies.

Explore how advisors have shifted

2019 Giving Report

The Giving Report is an annual snapshot of our generous donors—their approach to philanthropy, the organizations they support, and how they made more of a difference in 2018.

Read the 2019 Giving Report

Gaps in Infrastructure

What is social sector infrastructure and how is it maintained? 25 nonprofit leaders weigh in on the essentials needed to support a healthy social sector.

Learn about gaps in infrastructure

Family Giving Traditions

Learn how the giving habits and priorities experienced during one’s childhood affect how a person gives back as an adult.

Explore how family influences giving

Entrepreneurs as Philanthropists

Entrepreneurs are a powerful force for economic growth, productivity and employment—and philanthropy.

Explore how they approach giving

Impact Investing

Learn about affluent and high-net-worth people who give to charity and their interest in, knowledge of and experience with impact investing.

Explore trends in impact investing

2018 Giving Report

The Giving Report is our annual look at Fidelity Charitable donors and how they use their Giving Accounts to make a difference.

Read the 2018 Giving Report

Overcoming Barriers to Giving

Why aren’t donors giving as much as they’d like? Our report shares donors’ concerns and strategies to help anyone give more.

Explore the barriers to giving

2017 Geography of Giving

Charitable giving is often reported nationally, but this report shows how donors' support is shaped by regional differences.

Learn about the geography of giving

2017 Giving Report

What are the trends that defined Fidelity Charitable donor giving in 2017? The Giving Report explores these themes in detail.

Read the 2017 Giving Report

2017 Women and Giving

Explore how different generations of women are motivated to give, and how women's giving style differs from men's.

Explore how women give

Do most couples find common ground when giving? Our study highlights how couples discuss and make giving decisions.

Learn how couples give together

The Future of Philanthropy

Learn how trends in philanthropy have impacted individual donors and how giving is evolving based on generational shifts.

Explore the future of philanthropy

2016 Giving Report

Explore how Fidelity Charitable donors are different from other donors, and how a donor-advised fund helps our donors give more.

Read the 2016 Giving Report

Many donors are unaware of the range of giving options available to them and the strategies that may help them give more.

Learn about the giving gap

A deeper dive into the motivations of Fidelity Charitable donors, with a specific look at life stage, gift size, and gender.

Explore how donors plan giving

2015 Giving Report

Why do donors choose to give through a donor-advised fund? This Giving Report special section highlights their motivations.

Read the 2015 Giving Report

Volunteering and financial support go hand-in-hand, as shown by this analysis of Fidelity Charitable donors and how they give.

Learn about volunteering and giving

2014 Giving Report

This Giving Report looks at how donors give as a family, and how the tradition of philanthropy is shared across generations.

Read the 2014 Giving Report

2013 Giving Report

Fidelity Charitable's inaugural Giving Report takes a first look at how our donors give using their donor-advised funds.

Read the 2013 Giving Report

Transforming philanthropy: Harnessing AI for the greater good

Discover how artificial intelligence (AI) can help donors make a greater impact through their charitable giving.

Learn more

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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