Charitable Investment Advisor Program

Use your expertise to further your clients' charitable giving

Our Charitable Investment Advisor Program allows eligible investment advisors to actively manage Fidelity Charitable assets contributed by their clients — and charge a fee for their investment services.

Open architecture for investments (subject to policies and guidelines), including alternative assets, allows you to tailor investment portfolios to your clients' charitable goals, incorporating charitable giving into their overall financial plans. Fidelity Charitable custodies its assets on a variety of platforms.

How the program works:

Charitable Investment Advisor Program digram showing the steps to give, grow, and grant at Fidelity Charitable

Need more information? Read the program overview.

Contact a Charitable
Planning Specialist
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Grow your practice with our Charitable Investment Advisor Program

Sharpen your competitive edge with charitable planning.