Privacy Policy

Our commitment to privacy

Since our establishment in 1991, Fidelity Charitable has been committed to maintaining the confidentiality, integrity, and security of personal information about our current and potential donors. When you provide personal information to Fidelity Charitable, we believe that you should be aware of our policies designed to protect the confidentiality of this information and how we use it to service a Giving Account.

We hope you will take a moment to review our privacy policy, including certain aspects that depend on whether you deal with us directly or through a financial advisor or authorized representative.

We review our privacy policy annually. Our online notice is then updated to reflect any material changes.

How and why we obtain information

Fidelity Charitable obtains personal information about you in the following ways:

  • From you or your authorized representative on applications or forms (examples include name, address and social security number)
  • From transactional activity (for example, contributions and grant recommendations)
  • From other sources with your consent or with the consent of your authorized representative (for example, from other institutions if you contribute positions into Fidelity Charitable)

We may use this information to process transactions; to respond to inquiries from you or your representative and to develop, offer, and deliver new programs and services. Fidelity Charitable takes great care to protect your personal information and when we use it, we do so with respect for your privacy.

How we protect your information

Fidelity Charitable has always considered the strong protection of sensitive information to be a foundation of our donors' trust and a standard practice. We employ extensive physical, electronic, and procedural protection mechanisms, and we regularly adapt these controls to respond to changes in requirements and advances in technology.

Within Fidelity Charitable and among our service providers, we restrict access to personal information to those who require it to provide our services to you. For example, Fidelity Charitable has entered into a number of arrangements with Fidelity Investments® to provide investment management and administrative services to Fidelity Charitable.

Fidelity Charitable does not sell or rent donor names or information to any firm or non-profit organization. Fidelity Charitable has entered into fundraising arrangements with Fidelity Investments to offer and provide our programs to their customers. However, we do not share your information with Fidelity Investments or any other firm or nonprofit organization for their marketing or fundraising purposes, unless you or your authorized representative explicitly asks us to do so. You do not have to contact us to benefit from these protections; they apply automatically to all our donors.

We may share the personal information that we collect with government agencies or other regulatory bodies and law enforcement officials (for example, for tax reporting or for reporting suspicious transactions).

Privacy online

Privacy, security, and service online are just as critical as the rest of our operations. Fidelity Charitable works with our online systems service provider, National Charitable Services® (a Fidelity Investments company), to secure our systems from unauthorized access and to maintain the security of your online session. We use firewall barriers, encryption techniques and authentication procedures, among others, to maintain the security of your online session and to protect systems from unauthorized access.

When you interact with us through our online channels, such as websites and mobile applications ("Fidelity Charitable websites"), Fidelity Charitable manages personal information in accordance with all of the practices and safeguards described previously.

When you visit Fidelity Charitable websites, we may collect technical and navigational information, such as device type, browser type, Internet protocol address, pages visited, and average time spent on Fidelity Charitable websites. We use this information for a variety of purposes, such as maintaining the security of your online session, facilitating site navigation, improving Fidelity Charitable website design and functionality, and personalizing your experience on Fidelity Charitable websites. Additionally, the following policies and practices apply when you are online.

Cookies and Similar Technologies

We use cookies and similar technologies to support the operation of Fidelity Charitable websites. Cookies are small amounts of data that a website sends to a web browser on a visitor’s computer. Our cookies help us to collect information about visitors to Fidelity Charitable websites, including date and time of visits, pages viewed, amount of time spent on our sites, or general information about the device used to access the site. Fidelity Charitable cookies are also used for security purposes and to personalize your experience, such as customizing your screen layout.

You can refuse or delete cookies. Most browsers and mobile devices offer their own settings to manage cookies. If you refuse a cookie when on Fidelity Charitable websites, or if you delete cookies, you may experience some inconvenience in your use of Fidelity Charitable websites. For example, you may not be able to sign in and access your account, or we may not be able to recognize you, your device or your online preferences.

Both Fidelity Charitable websites and third-party service providers we hire may use cookies and other technologies, such as web beacons or pixel tags, in online advertising as described below. We do not share personally identifiable information about our customers with these third-party service providers, and these service providers do not collect such information on our behalf.

Advertising on Non-Fidelity Charitable websites

Fidelity Charitable also advertises our programs on websites not affiliated with Fidelity Charitable. We contract with third-party advertising companies to display these ads, and they may use cookies and similar technologies to optimize the placement of our ads. We do not permit these companies to use information they collect on behalf of Fidelity Charitable for any purpose other than to assist them with advertising Fidelity Charitable programs.

Fidelity Charitable Mobile app

The Fidelity Charitable Mobile application ("app") allows you to access a Giving Account, recommend and view grants, monitor the status of transactions, and view investment pool balances. Our privacy practices apply to any personal information or other information that we may collect through the app.

Protecting Children's Privacy Online

Fidelity Charitable websites are not directed to individuals under the age of thirteen (13). Fidelity Charitable does not intentionally collect information on Fidelity Charitable websites from those we actually know are under 13, and we request that these individuals do not provide personal information through the sites.

Additional Information

For your convenience, Fidelity Charitable offers several options for accessing and, if necessary, correcting your Giving Account information. You may review your personal information using your quarterly Giving Account Statement or by logging on to your Giving Account at www.FidelityCharitable.org. You may also choose to write or call us with your request for information. Please see your quarterly statement for specific Internet addresses, mailing addresses and telephone numbers.

Last Reviewed August 2013

Speak with a representative: 1-800-262-6039