Fidelity Charitable^smAnnounces Givingcentral^sm, an Enhanced Online Platform for Advisors

Additional New Services, Including Dedicated Advisor Service Team, Reflect Increasing Focus on Advisor Market

BOSTON – Fidelity Charitable^SM which operates the nation’s largest donor-advised fund program, today announced GivingCentral^SM, a new online advisor platform, and a dedicated Advisor Service Team designed to make it easier for advisors to work with Fidelity Charitable.

The new platform offers premier functionality to advisors, allowing them to set up and manage Giving Accounts, and make contributions to Fidelity Charitable on behalf of their clients -- all online. The dedicated Advisor Service Team provides advisors with a single point of contact for all questions related to their clients’ Giving Accounts. As an added service enhancement, Fidelity Charitable is also offering advisors firm-wide access to clients’ Giving Accounts, allowing advisory firms to provide more seamless service to their clients.

“Fidelity Charitable is focused on making it easy for advisors to help donors achieve their charitable goals,” said Sarah Libbey, president of Fidelity Charitable. “By providing advisors with the best technology and a dedicated service team that specializes in meeting their needs, we can help them add greater value to the charitable conversation with donors.”

Other key innovations offered by GivingCentral include both individual and aggregate Giving Account views, exportable reporting of client Giving Account^® balances, grant history, investments and charitable contributions –- all of which allow advisors to more easily manage client Giving Accounts.

Integration with Fidelity Institutional Wealth Services
In addition to the technology and service enhancements, GivingCentral will provide an integrated online experience for registered investment advisors (RIAs) who work with Fidelity Institutional Wealth Services. Beginning in mid-December, advisors will have the ease of a single sign-on feature from WealthCentral^®, Fidelity’s industry-leading technology platform for RIAs, allowing them to manage their clients’ brokerage accounts and Giving Accounts in one place.

“Charitable giving is best maximized when integrated with a donor’s overall financial plans,” said Mike Durbin, president of Fidelity Institutional Wealth Services. “The connection between WealthCentral and GivingCentral provides a powerful tool for our advisor clients, making it easier for them to manage investor accounts and to offer strategic recommendations around charitable giving.”
Continued Focus on Advisor Market

The technology and service improvements come as a part of Fidelity Charitable’s continued and increasing focus on the intermediary market. In the past twelve months, Fidelity Charitable has introduced several other enhancements for advisors including a five-city educational tour on donating privately held, illiquid (or complex) assets and the launch of a dedicated team to assist advisors and donors with these types of donations. Last year, the organization also introduced the option for advisors to use alternative assets through its Charitable Investment Advisor Program (CIAP), which allows qualified independent investment advisors to develop and actively manage customized portfolios for their clients with a Giving Account^® balance of $250,000 or more.

“Advisors play a key role in helping donors be more strategic about their giving,” said Sarah Libbey. “We want to be their first call as they help their clients make more of a difference.”

About Fidelity Charitable
Fidelity Charitable is an independent public charity, established in 1991, with the mission to further the American tradition of philanthropy by providing programs that make charitable giving simple and effective. Since its inception, the program has helped donors support more than 140,000 nonprofit organizations with over $11 billion in grants. For more information, visit FidelityCharitable.org

Fidelity Charitable is the brand name for Fidelity® Charitable Gift Fund, an independent public charity with a donor-advised fund program. Various Fidelity companies provide services to Fidelity Charitable. The Fidelity Charitable name and logo, and Giving Central, are service marks, and Fidelity is a registered service mark, of FMR LLC, used by Fidelity Charitable under license. Giving Account is a registered service mark of the Trustees of Fidelity Charitable.

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