What's the difference between the Fidelity Charitable® Giving Account® and Fidelity Philanthropic Consulting?
The Fidelity Charitable® Giving Account® is like a charitable investment account. It serves as an alternative or complement to giving directly to charity or through other mediums like private foundations.
Fidelity Philanthropic Consulting offers guidance and customized philanthropic support, from researching and evaluating nonprofit organizations to helping you set up a giving strategy.
You can use these offerings together or choose one depending on your goals.
What' the benefit of using these offerings for my giving?
Using these services provides you with expertise to give back in a more thoughtful way. We can help you potentially save more on taxes, think strategically about your giving, and ultimately make a bigger impact.
Do I need to have an existing Fidelity relationship?
No, anyone can benefit from the services of Fidelity Philanthropic Consulting and Fidelity Charitable®.
Do you work with companies?
Yes, Fidelity has a suite of solutions to help with corporate giving and employee workplace programs. Contact email@example.com to learn more.
Get in touch
The tax information provided is general and educational in nature, and should not be construed as legal or tax advice. Fidelity Charitable does not provide legal or tax advice. Content provided relates to taxation at the federal level only. Charitable deductions at the federal level are available only if you itemize deductions. Rules and regulations regarding tax deductions for charitable giving vary at the state level, and laws of a specific state or laws relevant to a particular situation may affect the applicability, accuracy, or completeness of the information provided. As a result, Fidelity Charitable cannot guarantee that such information is accurate, complete, or timely. Tax laws and regulations are complex and are subject to change; changes may have a material impact on pre- and/or after-tax results. Fidelity Charitable makes no warranties with regard to such information or results obtained by its use. Fidelity Charitable disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Always consult an attorney or tax professional regarding your specific legal or tax situation.
"Giving Account" is a registered service mark of the Trustees of Fidelity® Charitable.
Fidelity Charitable® is a registered service mark of FMR LLC.
Fidelity Philanthropic Consulting is a division of National Charitable Services, a Fidelity Investments Company.