Try our demo
About us
Help Center
Open a Giving Account
Log in
Fidelity Charitable
Open a Giving Account
Log in
For companies
For advisors
For nonprofits
About us
Help Center
Business people looking at map on desk

Charitable Investment Advisor Program

The Charitable Investment Advisor Program at Fidelity Charitable allows eligible independent investment advisors to actively manage the Fidelity Charitable assets contributed by their clients. Advisors assess a fee for their services and have increased investment flexibility and reporting capabilities. With this program, your clients benefit from the features of our donor-advised fund program while maintaining your trusted expertise.

Get started now

How the program works

Graphic showing how donors and advisors work with the Giving Account.
Be sure to review the Charitable Investment Advisor Program investment guidelines.

Benefits for you
 

By managing Fidelity Charitable’s assets in your clients’ Giving Accounts, you can:
 

  • Assess an advisory fee for your investment services.
  • Build holistic portfolios with greater investment flexibility, including alternative assets.2
  • Differentiate yourself with customized solutions to your clients’ charitable giving needs.

 

Benefits for your clients
 

By selecting the Charitable Investment Advisor Program, clients gain all the advantages of a Giving Account, plus they will:
 

  • Continue to receive trusted professional advice for their Giving Account from their independent investment advisor.
  • Obtain a more customized asset allocation than is currently available through the existing Fidelity Charitable investment pools.
  • Maintain a comprehensive portfolio that aligns charitable giving with their overall financial goals.

 

2 Fidelity Charitable has established rigorous qualification criteria for independent advisors to ensure that 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 & Investment Policies and Guidelines 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 Fidelity Charitable Investment Policy and Guideline Statement.