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
Since our establishment in 1991, Fidelity Charitable has been committed to 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 confidentiality of this information and how we use it to service a Giving Account.
Fidelity Charitable obtains personal information about you from the following sources:
We may use this information to process transactions; to respond to inquiries from you or your representative and to develop, offer, and deliver new programs and services. Fidelity Charitable takes great care to protect your personal information and when we use it, we do so with respect for your privacy.
Fidelity Charitable has always considered the strong protection of sensitive information to be a foundation of our donors' trust and a standard practice. We employ extensive physical, electronic, and procedural protection mechanisms, and we regularly adapt these controls to respond to changes in requirements and advances in technology.
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 your information with Fidelity Investments or any other firm or nonprofit organization for their marketing or fundraising purposes, unless you or your authorized representative explicitly asks us to do so. You do not have to contact us to benefit from these protections; they apply automatically to all our donors.
We may share the personal information that we collect with government agencies or other regulatory bodies and law enforcement officials (for example, for tax reporting or for reporting suspicious transactions).
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® (a Fidelity Investments company), to secure our systems from unauthorized access and to maintain the security of your online session. 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.
When you interact with us through our online channels, such as websites and mobile applications (“Fidelity Charitable websites“), Fidelity Charitable manages personal information in accordance with all of the practices and safeguards described previously.
When you visit Fidelity Charitable websites, we may collect technical and navigational information, such as device type, browser type, Internet protocol address, pages visited, and average time spent on Fidelity Charitable websites. We use this information for a variety of purposes, such as maintaining the security of your online session, facilitating site navigation, improving Fidelity Charitable website design and functionality, and personalizing your experience on Fidelity Charitable websites. 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
Connecting with Fidelity Charitable on social media platforms
Fidelity Charitable Mobile app
The Fidelity Charitable Mobile application (“app“) allows you to access a Giving Account, recommend and view grants, monitor the status of transactions, and view investment pool balances. Our privacy practices apply to any personal information or other information that we may collect through the app.
Protecting Children's Privacy Online
Fidelity Charitable websites are not directed to individuals under the age of thirteen (13). Fidelity Charitable does not intentionally collect information on Fidelity Charitable websites from those we actually know are under 13, and we request that these individuals do not provide personal information through the sites.
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 June 2019