What we can help you do
Define your goals
Have a clear, set purpose for your philanthropy.
Maximize your impact
Make your dollars go farther while maximizing tax benefits.
Leave your mark
Create a lasting legacy and involve others.
Ways to work with us
The Fidelity Charitable® Giving Account®
Maximize your charitable impact and reduce taxes with Fidelity Charitable®, the nation's largest grantmaker and donor-advised fund sponsor.
- Give cash, stocks, and more to qualify for an income tax deduction and reduce capital gains.
- Invest the charitable balance for potential tax-free growth and recommend grants to charities over time.
- No minimum to open, no ongoing balance required and cheaper than giving with a credit card.
Fidelity Philanthropic Consulting
Bring your vision to life with customized philanthropic guidance, led by experienced consultants.
- Whether you set up a donor-advised fund at Fidelity Charitable or use another giving vehicle, we can help develop or refresh a giving strategy that's aligned with your values.
- We can identify and assess nonprofit organizations addressing those causes you care deeply about.
- We can offer training to effectively engage your family or team in philanthropy.
Achieve greater impact
Linda and Tom were selling their business and entering retirement. Their advisor suggested contributing business interests to a donor-advised fund at Fidelity Charitable® for a tax-smart and efficient way to manage their windfall while potentially giving more to charity. After opening a Giving Account®, they were interested in finding a focus for their giving and engaging their adult children in philanthropy. They worked with Fidelity Philanthropic Consulting to identify their shared values and craft a family mission statement so they can make a difference together. Giving back is now one of Linda and Tom's greatest joys in this new phase of life.
Reasons to choose Fidelity
Deep experience
Giving is in our DNA. For over 30 years, we've helped more than 250,000 donors, including individuals and companies, give with greater impact to make more of a difference.
Integrated planning
Feel confident about your giving decisions when you work with your Fidelity advisor to incorporate philanthropy into your overall financial goals and plan.
Dedicated tools & resources
In addition to leveraging our philanthropic services, our free content and tools can help you give in a smarter way.
