Since our establishment in 1991, Fidelity Charitable has recognized the importance of maintaining the confidentiality, integrity, and security of personal information about our current and potential donors. When you provide personal information to Fidelity Charitable, we believe that you should be aware of our policies designed to protect the privacy of this information and how we use it to service a Giving Account.
Fidelity Charitable recognizes the importance of maintaining personal information about you, and when we use it, we do so with respect for your privacy. We obtain and use personal information about you to service, maintain, and protect your Giving Account; process transactions in your Giving Account; respond to inquiries from you or your representative; develop, oﬀer, and deliver charitable giving programs and services; operate and carry out our activities; and fulﬁll legal and regulatory requirements. Fidelity Charitable collects public and non-public personal information from customers and visitors from various sources. Some examples include:
We implement and maintain physical, administrative, technical and organizational measures designed to protect personal information and we regularly adapt these controls to respond to changing requirements and advances in technology.
Privacy, security, and service online are just as critical as the rest of our operations. Fidelity Charitable works with our online systems service provider, National Charitable Services®, LLC (a Fidelity Investments company), to secure Fidelity Charitable systems from unauthorized access and to maintain the security of your online sessions. We use firewall barriers, encryption techniques and authentication procedures, among other controls, to maintain the security of your online session and to protect systems from unauthorized access.
Within Fidelity Charitable and among our service providers, we restrict access to personal information to those who require it to provide our services to you. For example, Fidelity Charitable has entered into a number of arrangements with Fidelity Investments® to provide investment management and administrative services to Fidelity Charitable.
Fidelity Charitable does not sell or rent donor names or information to any firm or non-profit organization. Fidelity Charitable has entered into fundraising arrangements with Fidelity Investments to offer and provide our programs to their customers. However, we do not share donor information with Fidelity Investments or any other firm or nonprofit organization for their marketing or fundraising purposes without your (or your authorized representative’s) consent. You do not have to contact us to benefit from these protections; they apply automatically to all our donors.
We may share personal information with the following entities:
When you interact with us through our online channels, such as websites and mobile applications (“online channels”), Fidelity Charitable manages personal information in accordance with all of the practices and safeguards described in this policy.
When you visit Fidelity Charitable online channels, or interact with us via electronic communications, we (or our service providers on our behalf may automatically, collect technical and navigational information, such as device type, browser type, internet protocol address, pages visited, and average time spent on Fidelity Charitable online channels. We use this information for a variety of purposes, such as maintaining the security of your online session, facilitating site navigation, improving the design and functionality of our online channels and electronic communications, and personalizing your experience on Fidelity Charitable online channels. Additionally, the following policies and practices apply when you are online.
Cookies and Similar Technologies
You can refuse or delete cookies. Most browsers and mobile devices offer their own settings to manage cookies. If you refuse a cookie when on Fidelity Charitable websites, or if you delete cookies from your device, you may experience some inconvenience in your use of Fidelity Charitable websites. For example, you may not be able to sign in and access your account, or we may not be able to recognize you, your device or your online preferences.
Advertising on Non-Fidelity Charitable websites
You may opt-out of receiving interest-based advertisements from online advertising companies, including those used by Fidelity Charitable, by clicking on the AdChoices icon and following the opt-out instructions.
Connecting with Fidelity Charitable on social media platforms
Third Party websites, online services, and content
For your convenience, Fidelity Charitable offers several options for accessing and, if necessary, correcting your Giving Account information. You may review your personal information using your quarterly Giving Account Statement or by logging on to your Giving Account at www.fidelitycharitable.org. You may also choose to write or call us with your request for information. Please see your quarterly statement for specific Internet addresses, mailing addresses and telephone numbers.
Last Reviewed October 2022