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Until recently, non-publicly traded assets were a largely overlooked source of philanthropic funding1, in part because these assets can be complicated both for individuals to give and for some nonprofits to accept.
Fidelity Charitable has expertise in accepting charitable contributions of non-publicly traded assets and has seen growth in these types of contributions in recent years.
1Deloitte Consulting, LLP, "The Next Decade in Global Giving Among Millionaire Households," 2011. The report states the top 1 percent of all U.S. households hold 36 percent of their wealth in privately held business.
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How Fidelity Charitable can help
Since 1991, we have been a leader in charitable planning and giving solutions, helping donors like you support their favorite charities in smart ways.
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