Donor Guidance Program
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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, especially when first getting started. Even donors who have gained considerable knowledge about philanthropy may not have the time to develop and implement a strategy.

We will be your dedicated team, working with you one-on-one and providing 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 a seasoned donor, we can help.

Design a strategy & plan

Sometimes the toughest part about using your Giving Account is knowing where to start. We can work with you to achieve the clarity you seek by identifying your priorities and values to develop a mission statement. The team can use that mission statement to build out a comprehensive and actionable strategy, including a detailed plan, principles for deciding where and when to provide support, and a budget to achieve short- and long-term goals.

Perform philanthropic research

With so many charities to choose from, it is sometimes hard to know which ones to support. We can help you identify leading nonprofits working on specific issue areas or problems you are passionate about.

Need to evaluate further? We can conduct additional due diligence of a specific nonprofit by attending site visits and preparing a detailed analysis of the leadership, the organization’s programs, and its biggest funding needs.

Involve your family

Giving together as a family can be a rewarding experience, but it is not always easy. We can provide support and resources that help engage your family while helping to create a plan.

Need deeper support? We can examine individual family member’s interests and facilitate purposeful family conversations to discover priorities and develop a unified mission and approach based on common charitable goals.

Evaluate impact

Results-oriented donors want to understand if their charitable contributions lead to the outcomes they hope to achieve. We can help you define your giving success measures and develop a framework for tracking your progress.

Need a more detailed look? We can use your success measures to 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.