When you sign your nonprofit up for Electronic Funds Transfer (EFT) from Fidelity Charitable, grants will be directly deposited in your nonprofit’s bank account—no trips to the post office or bank needed. You’ll receive the same donor information as you would with a paper check. Enrollment is easy.
Questions?
Call 1-800-262-6039, Prompt 4
A donor-advised fund is like a charitable investment account that a donor opens for the sole purpose of supporting charitable organizations. Fidelity Charitable is the sponsor of the largest donor-advised fund program in the country.
Wondering how to connect with donor-advised fund donors and build your donor base?
Check out our five tips for nonprofits below!
Fidelity Charitable donors can search for charities to support by tax ID number or by name. Make sure the name you do business as matches the name you have registered with the IRS so it’s easy for donors to find you.
Want to know what it looks like for a donor to search for a nonprofit and recommend a grant? Step inside the donor experience, search for nonprofits and walk through the grant recommendation process in our demo.
You can thank a DAF donor much like you would any other donor—here’s how.
Need help getting started? You can use a thank-you note to invite a donor to have a more in-depth conversation about your programs, or even offer a tour of your facility. Check out our customizable thank-you template to see how.
97 percent of Fidelity Charitable grants include information about the donor. Need help locating donor information? Check out the Questions about receiving grants section of our nonprofit FAQs.
DAF donors have specifically committed funds for charitable giving, making them well-suited for future engagement and some of your highest-capacity donors. See how nonprofit Boston Healthcare for the Homeless Program connected with Mike Bradley, a Fidelity Charitable donor.
Fidelity Charitable donors are active granters. You can encourage these dedicated donors to take advantage of features like pre-scheduling grants, or naming your organization as a charitable successor on their Giving Account.
It may be easier than you think to incorporate DAFs into your marketing and fundraising materials—start with your existing touch points. Mention DAFs as a way to support you on your website right along with checks or credit cards. In fundraising appeals, add language letting donors know they can support your work through their DAF.
Want DAF donors to be able to recommend a grant to you directly from your own website or email communications—we have a widget for that.
Fidelity Charitable is an independent, 501(c)(3) public charity. We sponsor the largest donor-advised fund program in the country. Our donor-advised fund is called the Giving Account. Last year, our donors recommended more than $7.3 billion in grants to support more than 155,000 charitable organizations in every state and around the globe.*
* Data from Fidelity Charitable Giving Report 2020