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—part of our Charitable Planning Practice Management program—makes it easy to have charitable conversations. With your help, they 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 250,000 nonprofit organizations with more than $28 billion in grants since its inception in 1991. As the largest donor-advised sponsor with more than 25 years of experience, we have the charitable planning expertise to help you provide value-added advice to your clients and grow your business.