Recommend how contributions are invested
You can advise how contributions to Fidelity Charitable are invested to provide the potential for the assets to grow, which may ultimately result in additional dollars for charitable grants. Our investment pools enable you to create a strategy that is right for you based on your philanthropic goals, assets, and risk tolerance.
You can request a reallocation of the investment pools by recommending a pool exchange up to five times per month.
We provide four approaches to match your charitable giving objectives:
Asset Allocation Pools, for donors who want diversification for their Giving Accounts among multiple asset classes in a single investment pool, with the added benefits of professional management and experienced security selection.
Index & Single Asset Class Pools, for donors who want to build a custom strategy combining pools with specific investment objectives for Giving Account balances.
Impact Investing Pool, for donors who are interested in a socially-responsible investment strategy which seeks to consider both financial return and social good.
Charitable Legacy Pool, for donors with Giving Account balances of $50,000 or more who are looking to implement a charitable giving strategy with a long-term approach similar to that of an endowment.
Charitable Investment Advisor Program, for donors with more than $250,000 in a Giving Account who would like to nominate their investment advisor to manage assets held at Fidelity Charitable.
Speak with a representative:1-800-262-6039