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Impact investing

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*

For more information about impact investing options, please contact your Relationship Manager.

*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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Impact Investing Pool

If you’re interested in a socially responsible investment approach, you may recommend that assets in your Giving Account be allocated to our Impact Investing Pool. The Impact Investing Pool employs a strategy that considers environmental, social and corporate governance to help achieve its long-term objectives of financial return and positive societal impact.

Learn more about our Impact Investing Pool

Impact investing resources

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Introduction to Impact Investing

Learn what impact investing is and how you can recommend impact investments from your Giving Account.

Learn about impact investing
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Socially Responsible
Funds

There are a number of funds that consider social, environmental, and governance (ESG) factors.

Explore socially responsible funds
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Impact Investing Nonprofits

Many nonprofits engage in impact investing. Learn how you can support them using your Giving Account.

Learn about impact investing nonprofits
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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.

Visit www.thegiin.org
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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.

Visit www.ussif.org

More about the Private Donor Group

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Family engagement

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

Learn more
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Engagement opportunities

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

Learn more

Ready to get started?

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

Open a Giving Account

Or call us at 1-800-262-6039