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 98% 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.

Providing charitable planning gives you a competitive edge - it allows you to offer more holistic wealth management and reinforces your position as a financial expert.

"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

Donor-advised fund program

The Giving Account®, our donor-advised fund program, is the largest in the country and can be attractive to a range of clients who are looking to make their giving efficient and effective.

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, you can tap into our vast network of resources, programs, and knowledge:

Charitable Investment Advisor Program — Allows you to actively manage your clients’ charitable assets and report them as assets under management.2

The Complex Assets Group — Our in-house team of experts provide the guidance you and your clients need for the contribution of non-publicly traded assets. Watch a video on complex assets.

Private Donor Group — Bolster your practice with exclusive, high-end service for your most generous clients and their sophisticated philanthropic needs.

National network of charitable experts — Our charitable planning consultants and advisor service team can provide assistance with our donor-advised fund program as well as other charitable strategies, education and guidance.

1 U.S. Trust Study of High Net Worth Philanthropy, 2014

2 For eligible investment advisors with clients whose Giving Account balance meets required minimums.

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Planning Specialist
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Sharpen your Competitive Edge
Use our Charitable Planning Tool to identify opportunities to help clients and grow your practice.