Charitable Planning Guide


Whitepaper Copy

Charitable planning discussions can be easy with Fidelity Charitable’s product agnostic guide, part of the Charitable Planning Practice Management program.

This client-ready guide provides an overview of:

  • Philanthropic tax benefits
  • Charitable giving vehicles
  • Guidance on researching and giving to charities

Whether you already offer charitable planning or are just getting started, this valuable guide will help initiate charitable conversations with your clients.