Refer friends & family
Share the power of the Giving Account with your friends and family, and help them make a greater charitable impact.
Share the joy of simplified giving
You made the smart choice to simplify your giving, which can increase your charitable impact; now you can help others do the same. Your enthusiasm and support can help others make a greater impact in the world. Here’s how you can easily share the benefits of a Giving Account with your community.
Ready to refer friends and family?
Easily copy the pre-written email content below and customize for your friends and family.
Email template
Subject line: Discover the joy of giving with a donor-advised fund
Dear [Friend/Family Member],
I wanted to reach out and share the benefits of the Fidelity Charitable Giving Account, a donor-advised fund (DAF). The Giving Account has enabled me to increase my charitable giving all in one account and it may be a great fit for you too.
A DAF is a simple, flexible, and tax-efficient way to manage charitable giving. It allows you to:
- Consolidate your giving
- Grow your impact
- Simplify your charitable contributions
Want to learn more? Check out the details of the donor-advised fund and see the benefits of the Giving Account.
If you’re ready to start your philanthropic journey, opening an account is easy and only takes a few minutes.
Best,
[Your Name]