The Giving Account
Learn about our donor-advised fund
Research & Insights
Discover the latest trends and content on giving
Expert guidance on your giving strategy
Nearly half of high-net-worth donors aren’t using tax-savvy methods that could help them give more.1 Don’t miss the opportunity to position yourself as a go-to expert for your clients by having the charitable conversation.
By incorporating charitable planning, you can:
12016 The Giving Gap Report
Our donor-advised fund, the Giving Account, can simplify your clients’ giving, provide significant tax advantages and help them give more to the causes they care about.
We’re here for you, too. Think of Fidelity Charitable as your extended team. As the largest donor-advised fund sponsoring organization with more than 25 years of experience, we have the charitable planning expertise to help you provide value-added advice to your clients and grow your business.
As the largest public charity in the U.S.,2 we have more than 25 years of experience.
To support your practice, we offer:
2The Chronicle of Philanthropy, “Philanthropy 400” (2016), based on charitable contributions received over the course of a year.
Fidelity Charitable sponsors the largest donor-advised fund program in the country, giving your clients access to a level of unmatched experience and service.