An easier way to talk charitable planning with clients
Whether you already offer charitable planning or are just getting started, this client-ready guide makes it easy to have charitable conversations. With your help, your clients can meet their charitable and financial goals in a smarter way.
This product agnostic client guide provides an overview of:
Philanthropic tax benefits
Charitable giving vehicles
Guidance on researching and donating to charities
Register to get this client-ready guide
About Fidelity Charitable®
Fidelity Charitable is an independent public charity that has helped donors support more than 328,000 nonprofit organizations with more than $51 billion in grants. Established in 1991, Fidelity Charitable launched the first national donor-advised fund program. The mission of the organization is to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple, and effective.