Fidelity Charitable® has helped donors support over 433K nonprofits with $100B in grants. Follow us to celebrate giving & discuss making more of a difference.
Where can you research a nonprofit, support the causes you love, and find those donation receipts when tax time rolls around? A donor-advised fund dashboard of course! See how easy giving can be: chrtbl.org/u05dvf2u
ALT Couple high fiving while seated at a table in front of an open laptop.
Fidelity Charitable donors Amanda and Spencer used the ready reserve of funds in a donor-advised fund to make a big swing—and directly impact over 1,000 food-insecure families in Salt Lake City. chrtbl.org/ch0ztizi
Plan a multi-year gift to a charity you love. The more a charity knows about your support, the better they can plan to put those dollars to work. #10MinuteGivingTip
Know the difference between restricted and unrestricted giving? Episode 1 of Empowered Giving breaks down these common designations and other terms to help you learn how to “speak philanthropy” and make your giving more effective.
Want to learn more? Tune into our series, Empowered Giving! Whether you’re new to giving or looking to deepen your approach, you’ll walk away with fresh ideas to support the causes you care about. chrtbl.org/2gsbmuw9
#FinancialAdvisors who facilitate effective, values-led conversations can have broader and deeper relationships with their clients.
ALT 3 Ways to initiate charitable planning conversations. White text over a green background, with a image of a lightbulb in the background.
ALT Question 1: It looks like you've given to charity in the past. What are some of your favorite causes? White text over a blue green background.
ALT Question 2: We can take a look at the assets you'd place with you and see if they could be better deployed to help you meet your financial and philanthropic goals. White text over a blue green background.
ALT Question 3: Now that we've worked together to make sure you're financially sound in retirement, I have another area where I believe I can help you be smart and strategic. White text over a blue green background.
Donor-advised funds are the fastest-growing charitable giving vehicle, but we often hear many nonprofits ask: Who are the donors using them? If you work at a nonprofit, join us on September 10 for an info session (cont) chrtbl.org/bg37zzsi
On 8/26, Nepal experienced catastrophic flooding. Many lives were lost, thousands remain missing, and the risk of continued flooding make recovery efforts challenging. Looking for ways you can help? We worked with @CDPhilanthropy to provide guidance: chrtbl.org/0r669yvu
Including charitable planning conversations in retirement planning can help retirees make their charitable dollars go further and ensure they achieve their goals of doing well while doing good. Learn more: chrtbl.org/po5nzc98
ALT 78% of donors aged 50 plus say charitable giving plays an important role in their lives. Image: A volunteer assists someone at a charitable event.
Pairing your planned donations with volunteering is an easy and rewarding way to multiply your impact. This blueprint from Fidelity Charitable donors and sisters, Janet and Judy Fireman, shows us how. chrtbl.org/66qzzpl4
Want to send more support to the causes you care about? Here are four tips to help you amplify your impact from our director of philanthropic research.
Charitable planning provides an opportunity for advisors and estate planning professionals to help clients create a legacy while enhancing tax efficiency. Join us on 8/26 for a CE webinar about practical strategies (cont) chrtbl.org/1don7jpz
ALT Legagy by design: Estate planning and tax-smart charitable giving