By the Numbers: Fidelity Charitable
Donors and Their Giving Accounts

Fidelity Charitable donors live all over the country, with heaviest concentrations in California, New York, New Jersey, Massachusetts, Texas and Florida. On average, donors establish Giving Accounts in their mid–50s, and then use them for frequent granting. Last year, donors recommended an average of nearly eight grants per account, with grants averaging just over $4,000 each.

ABOUT OUR DONORS

Almost 80 percent of
donors are 51 or older,
with an age distribution
between 20 and 100.
This is likely attributable
to the mid-50s being the
age at which many
individuals begin to
approach charitable
giving and legacy
planning in a more
thoughtful and forward-
looking manner.

A VEHICLE FOR GIVING: GIVING ACCOUNTS AT A GLANCE

While the average grant
size has remained relatively
flat over the past decade,
the number of grants per
account and number of
charities supported contin–
ues to grow steadily.

4 A Giving Account may have one or more donors with advisory privileges: most often this will be a spouse or other family member.

5 Grant minimums were reduced in 2006 and 2009.