Your expertise and the Charitable Investment Advisor Program
Our Charitable Investment Advisor Program allows qualified independent investment advisors to provide investment management services for the charitable assets held in their clients' Giving Accounts.
With this program, you can build portfolios that integrate charitable giving into your clients' overall financial plans and view their Giving Accounts alongside their personal investment accounts.1
Your clients benefit from the simple and effective programs of Fidelity Charitable as they continue to receive your same trusted professional advice for their charitable assets.
How the program works
- A donor with a Giving Account balance of $250,000 or more is eligible to nominate a qualified independent investment advisor for the Charitable Investment Advisor Program.
- The Fidelity Charitable Board of Trustees qualifies the independent investment advisor to manage the Fidelity Charitable assets allocated to a client's Giving Account.2
- We recommend allocating some of a client's Giving Account balance to the Fidelity Charitable investment pools to allow for immediate granting.3
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Work with us to achieve your clients' charitable goals
The Charitable Investment Advisor Program lets you provide customized investment management for your clients' charitable assets. This in turn gives you the opportunity to incorporate charitable giving into your clients' financial plans.
1 Applies if clients' personal assets are also held on Fidelity's brokerage platform.
2 Fidelity Charitable has established rigorous qualification criteria for independent advisors to ensure that the Fidelity Charitable assets are being invested prudently and in accordance with the Fidelity Charitable mission and Declaration of Trust. Please see the Charitable Investment Advisor Program Description & Policy Guidelines (PDF) for investment policies and guidelines and advisor qualification requirements. The Trustees administer the program, monitor the advisors' investment performance, and oversee advisor compliance with the Investment Policy and Guideline Statement.
3 Fidelity Charitable will direct the liquidation of advisor-managed charitable balances if a grant recommendation is made that cannot be sufficiently funded with the Giving Account balance in the Fidelity Charitable investment pools.
