“With up to 27 per cent of the $30 trillion expected to transfer from the Boomer generation to their heirs by 2026, charitable planning, as part of holistic wealth management, is a significant client need,” said Krystal Kiley, vice president of relationship and practice management at Fidelity Charitable.

The aim of the program is to teach advisors about key topics including essentials in charitable planning, funding philanthropy through non-publicly traded assets, and how to engage clients’ families and the next generation through philanthropic endeavors. It will also give advisors access to research, planning tools, workshops, webinars, guides and other materials.

“Advisors are constantly seeking ways to add value for their clients. Philanthropic planning can provide that opportunity by helping connect an advisor with his or her clients’ entire family, including their heirs, and create a philanthropic legacy that spans generations. We are providing this valuable complimentary program to advisors to ensure that clients and their family’s charitable priorities are supported and that non-profits themselves continue to get the contributions they need to continue their missions,” Kiley added.