Working With Fidelity Charitable

Why get involved in your clients' giving?

Clients look to their advisors for help with financial planning and tax strategies. And while 95% of high-net-worth clients contribute to charity on an annual basis1, charitable planning is often an overlooked avenue to deepen client relationships and effectively grow your practice.

You can offer charitable solutions that could minimize your clients' taxes while maximizing their charitable support.

"We've found that proactively discussing charitable planning strategies, vehicles, and tax implications has not only served to strengthen our relationships, it has also been an effective avenue to grow our practice."

Christopher M. Begg, CFA,
founding principal,
East Coast Asset Management

The Giving Account

The Giving Account is our donor-advised fund, a program that can be attractive to a range of clients who are interested in efficient and effective giving.

Learn more about the Giving Account

Find out how your clients can transfer assets to a Giving Account

Our resources and expertise

Whether your client wants to transition from a private foundation or simply graduate from checkbook giving, we offer programs and resources to support you:

Charitable Investment Advisor Program — Allows you2 to provide investment management for your clients' charitable assets held in a Giving Account

The Complex Assets Group — Provides complimentary consultative services for the donation of non-publicly traded assets. Watch a video on complex assets

GivingCentral® — An online platform that enables you to easily manage your clients' charitable giving

Charitable Planning Consultants — Our national network of experts is available to discuss charitable giving strategies

1 Fidelity Charitable, 2012 Advice & Giving Study. The 2012 Advice & Giving study surveyed 500 financial advisors and 183 wealthy individuals with assets of at least $1M. Market Probe, an independent global market research firm, conducted the study between March 15 and 29, 2012.

2 For qualified investment advisors with clients who have $250,000 or more in a Giving Account.

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