There are a variety of investment options for your Giving Account.
When you advise Fidelity Charitable on how you would like your contribution to be invested, it has the potential to grow, possibly providing additional funding for your favorite charities.
Our investment pools offer a variety of choices for your Giving Account, based on your philanthropic goals, preferred types of assets and risk tolerance.
Asset allocation pools offer diversification among multiple asset classes in a single investment pool, with the added benefit of professionally managed target allocation.
Single asset class pools (index & active) allow donors to create a customized strategy by combining pools to reach specific objectives.
Sustainable and impact investing pools offer strategies that consider social and environmental factors while also emphasizing financial returns.
The Charitable Legacy Pool is an “all-weather” asset allocation pool, with exposure to both traditional and non-traditional asset classes, for donors seeking consistent support of charities through regular grant-making.
For donors with more than $250,000 in a Giving Account who would like to nominate their investment advisor to manage assets contributed to Fidelity Charitable.
The Charitable DonorFlex ProgramSM—or DonorFlex— is for donors with more than $5 million in their Giving Account who desire flexibility beyond what investment pools offer. DonorFlex allows donors to recommend that their Giving Account assets be invested in hedge funds, private equity funds, mutual funds, treasuries and ETFs.
Charitable contributions to a donor-advised fund can grow tax-free. By investing the balance of the account, your charitable capacity can potentially increase as the value of the account grows—resulting in more money for the charities you support.
Ready to get started?
Establishing your Giving Account is easy and only takes 5 minutes.
All you need is your Social Security number and, when you're ready, a $5,000 minimum donation.
Or call us at 1-800-262-6039