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Donor Guidance Program

One of the greatest benefits of a Fidelity Charitable Giving Account is that it allows you the opportunity to be thoughtful and strategic about your giving. However, navigating the world of philanthropy can be challenging. Knowing how and where to give to maximize impact requires experience and expertise that many individual donors and families don't have.

Our dedicated team provides you with personalized service and solutions to help you become a more effective, efficient and mission-focused donor. Whether you are just getting started or are a seasoned donor, we can help.

Design a strategy & plan

We can work with you to identify your interest areas and priorities, articulate your philanthropic vision and research funding opportunities and organizations that align with your short- and long-term goals.

Perform philanthropic research

We can research and evaluate nonprofits working on specific issues you are passionate about, or help you create a rubric for evaluating organizations on your own.

Involve your family

We can examine individual family members' interests and facilitate purposeful family conversations to discover priorities and develop a unified mission and approach based on common charitable goals. We can also provide tools and resources to engage family members in giving.

Evaluate impact

We can help define your giving success measures and develop a framework for tracking your progress. We can also build a detailed portfolio-level report that tracks your goals while identifying areas of success and opportunities for greater impact.

Next steps

Learn more about how our Donor Guidance Program can help you.