The Philanthropic Advice Referral Network helps you enhance the effectiveness of your grant recommendation strategy from a Fidelity Charitable Giving Account by offering a list of vetted philanthropic advisors with issue area expertise. Services can include creating a philanthropic strategy, sourcing nonprofits, evaluating grant effectiveness, facilitating discussions on philanthropy, and more.
If you are in the early stages of figuring out your philanthropic strategy, we offer the following primer to help with discovering your unique philanthropic identity.
Private Donor Group, Corporate Giving Account donors, and other eligible donors can hire a philanthropic advisor to help support their Fidelity Charitable grantmaking through the Philanthropic Advice Program. Refer to this overview (PDF) for program specifics and reach out to dnpo@fmr.com with any questions.