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Contact a Charitable Planning Expert

Our national network of experts is available to help you grow your business with charitable giving strategies and the details of our donor-advised fund program. You can reach our regional experts by location below or by calling 1-800-262-6039.

Map showing the Fidelity Charitable regional experts across the United States

New England 

MA, ME, NH, RI, VT

Colby Bircher
617-563-0948
colby.bircher@fmr.com
LinkedIn profile

Angela Herrington
817-474-6662 
angela.herrington@fmr.com
LinkedIn profile

Southeast

AL, FL, GA, MS, NC, SC, TN

Harrison Miller
404-618-3073 
harrison.miller@fmr.com
LinkedIn profile

Lee Rollins
919-458-2313
lee.rollins@fmr.com
LinkedIn profile

South Central 

AR, Kansas City, MO; KS, LA, NM, OK, TX

Brandon O'Neill
214-673-6253 
brandon.o'neill@fmr.com
LinkedIn profile

Chris Goodwin
817-474-0433
christopher.goodwin@fmr.com
LinkedIn profile

Northwest

AK, ID, Northern CA (including Ventura County and north), OR, WA

Jim Carpenter
614-400-2413
james.carpenter@fmr.com
LinkedIn profile

Steven Perdigao
817-474-6231
steven.perdigao@fmr.com
LinkedIn profile

Southwest 

AZ, HI, NV, Southern CA, UT

Kyle Casserino
860-628-1129
kyle.casserino@fmr.com
LinkedIn profile

Lexsis Baxter
919-458-2989
lexsis.baxter@fmr.com
LinkedIn profile