What does the grant review and due diligence process entail?

Under policies set by the Fidelity Charitable Trustees, Fidelity Charitable conducts a robust review of each grant recommendation. This process ensures Fidelity Charitable is complying with the IRS rules for donor-advised funds, following our Program Guidelines, and implementing best practices to keep donor and nonprofit information safe. To learn more about Fidelity Charitable's grant review and due diligence process, please visit our Grant review and due diligence process page.