Actively manage your clients’ charitable contributions
The Charitable Investment Advisor Program at Fidelity Charitable allows eligible independent investment advisors to actively manage the Fidelity Charitable assets contributed by their clients and assess a fee for their investment services. With this program, your clients benefit from the simple and effective features of our donor-advised fund program while maintaining your trusted expertise.
Donors whose Giving Accounts meet the minimum balance requirement are eligible to nominate a qualified independent investment advisor.
Since minimums vary, it’s best to call one of our charitable planning experts for more information.
When donors are ready to make grant recommendations, Fidelity Charitable will work directly with you to ensure enough funds are available to meet their granting goals.2
As an advisor, you'll be able to:
By selecting the Charitable Investment Advisor Program, clients gain all the advantages of a Giving Account, as well as these added benefits:
1 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.
2A portion of the Giving Account balance can be invested in one or a combination of the Fidelity Charitable investment pools in order to enable Fidelity Charitable to efficiently fund grants without the delay caused by having to liquidate advisor-managed charitable balances. Fidelity Charitable will direct the liquidation of advisor-managed charitable balances if a grant recommendation is made that cannot be funded with the Giving Account balance in the Fidelity Charitable investment pools.