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The Charitable Investment Advisor Program1 allows qualified independent investment advisors to provide investment management services for the assets you have contributed to Fidelity Charitable. With this program, your advisor can build comprehensive portfolios, including securities, bonds and alternative investments, that integrate charitable giving into your overall financial plans, and your advisor can view the Giving Account alongside your personal accounts. You can also continue to receive the same trusted professional advice from your advisor for your Giving Account.
If you have a Giving Account balance of $250,000 or more, you are eligible to nominate an independent advisor to manage the assets in your Giving Account.
The Trustees of Fidelity Charitable qualify the independent advisor firm to manage the assets that you contribute to Fidelity Charitable.
It is recommended that a portion of the Giving Account be invested in one or a combination of pools so that funds are immediately available for grants.2
Fidelity Charitable offers an array of investment options to help meet your charitable giving objectives.
1A Charitable Investment Advisor Program (CIAP) investment advisor firm will generally be a firm that, at the discretion of the Trustees of Fidelity Charitable, and after performing extensive due diligence, including background checks and other investigative initiatives, has the requisite experiences, qualifications, referrals and investment performance track record to provide prudent investment advisory and management services to Fidelity Charitable regarding certain CIAP assets in accordance with these CIAP guidelines. An investment advisor providing services in the Charitable Investment Advisor Program who is also an Account Holder at Fidelity Charitable may not nominate an investment advisor to manage Fidelity Charitable assets held in his or her Giving Account. A CIAP advisor cannot be a related party to an Account Holder, per the CIAP guidelines.
2Fidelity Charitable will direct the liquidation of advisor-managed charitable balances if a grant recommendation is made that cannot be funded with balances in the Fidelity Charitable investment pools.