Giving back matters to you and your employees. Connecting your company values to meaningful action increases both your community impact and social reputation. A thoughtful giving program can help you recruit and retain the best talent in a market where 66% of employees, and 75% of millennials, want their employer to be philanthropic.1 That’s why it’s more important than ever to choose a trusted partner like Fidelity Charitable to help you achieve your philanthropic goals.
1Charitable Giving Survey, MFC September 2020
Why Fidelity Charitable? As the largest donor-advised fund sponsoring organization with 30 years of experience, we have the charitable planning expertise to take your corporate giving programs to the next level.
Your company’s philanthropic goals matter to us—it’s why the Corporate Giving Account includes dedicated service and multiple investment and grantmaking options to help your company recommend effective and impactful gifts.
Offering information about tax-smart giving using a Fidelity Charitable Giving Account can be a powerful addition to your employee benefits package, and a valuable tool for recruitment and retention.
Contribute a variety of assets including appreciated company stock and qualify for a tax deduction.
Potentially grow the charitable balance with multiple investment options including socially responsible funds.
Give to local, national and international causes now or over time.
The Corporate Giving Account helps make your company’s charitable giving accessible, simple, and effective. Fees for the Giving Account cover a wide range of added benefits to help you take your corporate philanthropy programs to the next level.
After your initial irrevocable contribution, your company can recommend grants starting at $50 to support the same charities you do now.
0.015% to 1.04%
The ability for your contribution to be invested and potentially grow tax-free is a key benefit of a donor-advised fund. This fee varies depending on the investment options you choose.
Charitable giving ease
With one donation of cash, stocks, private business interests and more, you can support multiple charities on a timetable that aligns with your giving programs and strategies.
Reduced internal costs
We’re here to handle the administrative details of your giving, including charity due diligence, so you can save time and rest assured that all grants will go to qualified public charities.
Appointed company contacts will have access to our online portal so you will have 24/7 access to the Giving Account including confirmations, statements and tax reporting documents.
As part of our robust corporate service model, you’ll have access to a dedicated Premium Service Accounts Manager who can help answer any questions you have around guidelines, transactions or opportunities to increase your impact.
Whether you want to make a gift of complex assets or transition your private foundation to a donor-advised fund, our team of experts has more than 30 years of experience and can provide guidance to help you reach your philanthropic goals. Need more help defining your goals and strategy? Our Corporate Philanthropic Consulting Program can develop a proposal tailored to your company’s needs.
Complement your corporate giving strategy and differentiate your benefits program when you help your employees give more effectively. Whether you have employees who are preparing for retirement, planning for equity compensation, or facing a high-income year, sharing timely guidance on tax-smart giving strategies—such as using a Giving Account—can add value to their financial plans.
With no minimum initial contribution and one of the lowest fees of any donor-advised fund, the individual Giving Account is an accessible way for a broad base of employees to give back. Help them make a more satisfying charitable plan that aligns with their overall financial goals—all while increasing employee satisfaction, retention and recruitment.
When you’re ready to highlight relevant insights and opportunities for impact with your employees, Fidelity Charitable is here to equip you with complimentary resources such as sample emails and educational information to share in whatever way you communicate best with your employees.