Charitable Planning Specialists
Fidelity Charitable has a nationwide network of professionals with experience in charitable planning strategies. Our specialists are available to meet with you any time.
For the Charitable Planning Specialists in your area, simply click on your state. You can also call our main office at 800-262-6039 to speak to a specialist.
| Region | Charitable Planning Specialists |
|---|---|
| Arkansas, Louisiana, Oklahoma, Texas | Jeff Gerold: 972-841-6531 Joe Cugini: 800-682-4438 ext. 3560 |
| California, Hawaii | Stephen Brooks: 925-407-6737 Josh Daly: 800-682-4438 ext. 3597 |
| Delaware, Eastern Pennsylvania, Maryland, Virginia, Washington, D.C. | Glenn Garbutt: 610-301-3242 Margot Kearney: 800-682-4438 ext. 3586 |
| Indiana, Kentucky, Michigan, Ohio, Tennessee, West Virginia, Western Pennsylvania | Michael Hoffman: 412-951-7392 Steve Schwanke: 800-682-4438 ext. 3590 |
| Midwest | Brian Deacy: 312-848-8668 Jessica Danforth: 800-682-4438 ext. 3600 |
| Mountain West | Mark Ricketson: 303-513-8955 Matt Connor: 800-682-4438 ext. 3602 |
| New England | Dave Brosnan: 857-205-3394 James Carroll: 800-682-4438 ext. 3533 |
| New Jersey, New York | Jacqueline Valouch: 212-335-6432 Elliot Rotstein: 800-682-4438 ext. 3566 |
| Southeast | Jeffrey Keane: 770-658-9128 Carter Knight: 800-682-4438 ext. 3573 |
Contact a Charitable
Planning Specialist:
1-800-262-6039
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Ask about the Charitable Investment Advisor Program
This program allows advisors to provide investment advisory and management services for a portion of the assets of Fidelity Charitable held in a Giving Account.