Charitable Planning Guide

Charitable Planning Guide

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.