Many donors have become increasingly interested in impact investing, which exemplifies the idea that one can “do well while doing good” with one’s investments.

In other words, one can purposefully make investments that help achieve certain social and environmental benefits and also generate financial returns. Impact investing refers to everything from investing in organizations with an explicit social mission aligned with one’s values to avoiding investing in companies with practices that one believes have a negative social or environmental impact.

As a member of the Private Donor Group, you have several options for impact investments for your Giving Account. You may recommend:

  • A grant to an impact investing nonprofit
  • A recoverable grant to a nonprofit (a recoverable grant is similar to a loan provided to a nonprofit then paid back to a donor’s Giving Account)
  • Investments in socially responsible mutual funds or ETFs*
  • Investments in socially responsible fixed-income products, such as community and green bonds*
  • Investments in impact-oriented private equity or venture capital funds*

*Account must be a participant in the Charitable Advisor Investment Program (CIAP) or the Charitable DonorFlex Program (DonorFlex). For CIAP accounts, investments made at discretion of CIAP advisor. For both CIAP and DonorFlex, investments are subject to review and approval by Fidelity Charitable.

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Sustainable and impact investing pools

If you are interested in a socially responsible investment approach, you may recommend that assets in your Giving Account be allocated to our sustainable and impact investing pools. These pools employ a strategy that considers environmental, social and corporate governance to help achieve long-term objectives of financial return and positive societal impact.

Impact investing resources

The Global Impact Investing Network

The Global Impact Investing Network is a nonprofit organization dedicated to increasing the scale and effectiveness of impact investing around the world.

The Forum for Sustainable and Responsible Investment

The mission of the Forum for Sustainable and Responsible Investment is to rapidly shift investment practices toward sustainability, focusing on long-term investment and the generation of positive social and environmental impacts.

More about the Private Donor Group

Family engagement

As a member of the Private Donor Group, you have access to many resources to engage your family in your giving.

Engagement opportunities

The Private Donor Group team hosts a number of exclusive events designed to connect like-minded philanthropists.

Ready to get started?

Establishing your Giving Account is easy and only takes 5 minutes.

All you need is your Social Security number and, when you're ready, a $5,000 minimum donation.

Or call us at 1-800-262-6039