Fidelity Philanthropic Consulting

We help individuals, families, and institutions make a meaningful difference through philanthropy. We can help develop or refresh your giving strategy, assess nonprofit organizations, and evaluate the impact of the charitable work you're doing.

A personalized approach to giving

We understand that your personal experiences inform the causes you care about and your vision for a better world. We collaborate with you to develop a customized giving strategy that brings your vision to life.

Make every gift count

Our team will work with you to help you understand which approaches and partnerships are having the greatest impact, and how to identify and evaluate organizations that align with your values and philanthropic interests.

Amplify your philanthropic impact

Involve family members, employees, board members, and others in your circle in a way that creates sustained impact through meaningful and structured collaboration.

Working with your philanthropic consultant

  • We start by getting to know you and what you're trying to accomplish through your philanthropy.
  • Once we understand your passions and your desired impact, we draw on our vast resources to support you on every step of your philanthropic journey.
  • We'll help you define what success looks like then help you develop clear metrics to help you measure the impact of your giving.
  • We'll work with the financial professionals in your life—like your financial advisor or accountant—to help ensure your philanthropic plan fits your financial situation.

Meet our consultants

Maeve Miccio
Vice President, Head of Philanthropic Consulting
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Jennifer Bahus
Vice President
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Elizabeth Harnisch

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Working with a philanthropic consultant

  • What is a philanthropic consultant?
    Philanthropic consultants are individuals or teams that work with individuals, families, companies, or other entities to navigate the how, what, and why of giving and to improve charitable outcomes. Philanthropic consultants can help donors develop strategies for short- and long-term giving, research and evaluate organizations for support, help measure the impact of gifts, and much more.
  • What can I expect from my first meeting with my consultant?
    In the first meeting, your philanthropic consultants will get to know you, the causes you are passionate about, and the impact you hope to make through your philanthropy. The consultant will also share details about what to expect from a philanthropic consulting engagement. If you decide the Fidelity Philanthropic Consulting team is the right fit to help you achieve your objectives, you will receive a detailed proposal that outlines the project scope, expected deliverables, timelines, and fees.
  • What if my giving strategy evolves?
    The world changes, your interests and circumstances change, and so will your philanthropic plans. The Fidelity Philanthropic Consulting team can help you modify your strategy or redefine your objectives at any time.
  • How does a philanthropic consultant different from an advisor?
    The Fidelity Philanthropic Consulting team can collaborate with your trusted financial, legal, or tax advisors to develop and implement a philanthropic plan that is right for your situation and goals.

How we build a plan around your charitable endeavors

See how you can work with our consultants to fund the causes that matter to you and your family.

Giving Road Map (PDF)

Why Fidelity

Deep experience

We've worked extensively with private philanthropists, for foundations and nonprofits and at institutions like Fidelity Charitable. We leverage our experience on your behalf.

A trusted partner

Our team can work with your trusted advisors with an eye toward connecting your philanthropy to your overall financial goals and plans.

A dedicated team

The Fidelity Philanthropic Consulting team works with you one-on-one and coordinates a vast array of resources to ensure you get robust yet personalized support.

Ready to connect?

Let's talk about bringing your vision to life.

Get in touch

Contact us to get help.