The Giving Account
Learn about our donor-advised fund
Research & Insights
Discover the latest trends and content on giving
Expert guidance on your giving strategy
Your Giving Account can make a difference. Learn how other donors use donor-advised funds to support the charitable causes they care about and make more of a difference.
Fidelity Charitable donors Jim and Gini Mulligan share a unique connection: their fathers were prisoners of war together in Vietnam. Now, the Mulligans help the children of fallen warriors go to college debt-free by recommending grants to the Special Operations Warrior Foundation. For Alison Loftis, daughter of Air Force Lt. Col. J.D. Loftis, the support is “a huge blessing.”
Gini and Jim Mulligan
Special Operations Warrior Foundation
Kathy Wentworth followed her love of dogs to find a philanthropic focus: helping Guide Dogs for the Blind provide canine co-pilots to people who are losing their sight. Through decades of volunteering and recommending grants from her Giving Account, she has built a legacy of generosity – and a cross-country friendship.
Marsha Bukala and Jewel
Lady Lake, FL
Guide Dogs for the Blind
When Michael Bradley first heard about Boston Health Care for the Homeless on the radio, he used his Giving Account to make a one-time grant recommendation to the charity. But after seeing the team in action, and meeting the patients who benefit from their compassionate care, he deepened his commitment to the cause.
Boston Health Care for the Homeless
Turning the loss of a loved one into something positive was the goal when Todd and Michelle Buelow established the Matt Tunno Make a Difference Memorial Fund. In their work at the Charlotte Rescue Mission, they've succeeded.
Michelle and Todd Buelow
Charlotte Rescue Mission
After volunteering at a high school, Tiffany Yu saw words—not equations—were a struggle for STEM students. But thanks to her work with Super Stars Literacy, students who were falling behind are not only catching up but getting ahead in reading—and in life.
San Francisco, CA
Super Stars Literacy
Supporting a program that provided college scholarships and academic and emotional support to former foster children was an easy choice for retired school counselor Karen Long, and the donor-advised fund’s charitable planning advantages made it possible.
Renaissance Scholars Program
By supporting the creation of a documentary about gender violence in India, Mohamed Hamir hopes to raise awareness for a cause very near to his heart. His own granddaughter was adopted from an orphanage in Kolkata.
Petals in the Dust
San Francisco Film Society
More than just an education
After building homes for the poor in Guatemala, Bob and Joan Scheel knew they could make another lasting difference through education. So they funded a school that has allowed more than 1,400 kids in Guatemala to receive more than just an education.
Recycling soap for hygiene
Dr. Amir Lakhani and his wife, Dr. Dilshad Sumar-Lakhani, know what it’s like to grow up without the basics of human comfort. So when they heard about a nonprofit sending sanitation supplies to refugees in the Middle East, they saw an opportunity to help.
Amir Lakhani and Dilshad Sumar-Lakhani
Clean the World
Supporting early learning
Dan Francis was shocked when his sister, a kindergarten teacher, told him how many kids arrived in her classroom already behind. Supporting access to preschool was something he and his wife, Jill, knew they could do. They’ve since helped more than 700 kids.
Dan and Jill Francis
Ann Arbor, MI
Child Care Network
When Carl Golub lost his daughter to cancer in 2012, he established a donor-advised memorial fund in her name. Today he continues to honor her legacy by supporting veterans causes, medical research, feeding the hungry and more.
Ellen M. Golub
When Lynda Fox started volunteering in college, she didn't know it would kick-start a lifelong commitment to giving back. Today, she supports over 40 charities a year with her family's donor-advised fund, and her impact reaches from California to Nepal.
Gamifying global education
Robert Friedman channels the spirit that helped him launch businesses to fuel charitable endeavors, taking them from local to global. He’s exploring ways to bring affordable internet-based curricula from the world’s top educators to children everywhere.
Orange County, California
Big Brothers Big Sisters
See how our donors compare to their charitable peers nationwide
Fidelity Charitable donors are more likely to bring family into giving decisions.
Percentage who make giving decisions with others
Fidelity Charitable donors give more in retirement.
Retired Fidelity Charitable donors compared to retired affluent donors nationwide