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
Your Private Donor Group Philanthropic Strategist and team offer a number of resources to help you develop and refine your giving strategy.
Your Philanthropic Strategist works with you to develop a strategic plan that achieves your long-term charitable giving objectives. Your Philanthropic Strategist can also connect you with individuals, ideas, and innovations to help you navigate the opportunities and challenges that come with sophisticated philanthropic pursuits.
Your Philanthropic Strategist can:
In addition, your Philanthropic Strategist provides an annual review of your Giving Account and your philanthropic plan to make sure you’re on track to meet your goals.
To get started developing your philanthropic plan,
please contact your Philanthropic Strategist.
If you’re looking to dive deep into a specific issue area or to create a complex philanthropic plan, Fidelity Charitable can provide you with access to a network of philanthropic advisors. A complement to the expertise of your Philanthropic Strategist, a philanthropic advisor provides extensive sector knowledge and can assist with a broad range of services, including:
To learn more about if and how a philanthropic advisor can add to your charitable planning, please download our guide or contact your Philanthropic Strategist.
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