Working With Fidelity Charitable

Today's high-net-worth investors are looking to their advisors for comprehensive financial planning advice and tax strategies

As you consider solutions that will provide the most benefit, remember that charitable planning can play an important part in your clients' financial plans and overall wealth management.

With more than 98% of individuals with a net worth of $1 million or more contributing to charity on an annual basis¹, you have an opportunity to introduce your clients to the simplicity, efficiency, and effectiveness of a donor-advised fund.

Leverage our programs and expertise

• A broad range of investment options, including the Charitable Investment Advisor Program, which allows qualified independent investment advisors to provide investment management for the assets their clients have donated to Fidelity Charitable.
• An in-house capability to accept donations of non-publicly traded assets — at no additional cost.
• A regional team of experienced Charitable Planning Consultants.

The Giving Account

With the Giving Account, our donor-advised fund program, you will likely find that your clients will have a favorable experience — an experience that often leads to working with the next generation.

The Giving Account can also be an effective alternative to your clients' private foundations. It can eliminate the burdens of a private foundation and reduce administrative expenses — with no ongoing legal and tax fees — all with the potential for higher tax deductions.

Find out how your client can Transition a Foundation