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

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:

  • Help you develop your philanthropic strategy
  • Assist with creating a family giving strategy and mission
  • Provide tools and resources to guide your philanthropic journey
  • Introduce you to other donors with similar interests
  • Collaborate with your advisors to achieve your philanthropic goals
  • Advise on domestic and international grant recommendations

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.

Philanthropic Research Program

The Philanthropic Research Team provides our most generous donors with information and resources to answer their questions, support the grant recommendation process and empower them to be strategic in their giving. We serve a range of donors in the Private Donor Group, including those who are just starting to explore a charitable cause area for the first time to donors who are ready to recommend a grant and have very specific questions about an organization.

Based on donors’ needs, we develop:

Customized briefs or curated resources about specific charitable causes.

Information on specific organizations.

Lists of nonprofits addressing specific issues, perhaps in certain regions or to serve specific populations, based on donor preference.

We can also provide quick answers to donors' questions, or introduce donors to nonprofit experts working in the field.

Philanthropic Advisor Referral Network

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:

  • Creating a detailed strategic plan for philanthropic impact
  • Providing sector-specific research 
  • Identifying potential grantees
  • Measuring, evaluating, and reporting on grant effectiveness 

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.

Philanthropic advisors

Map of United States showing where Philanthropic Advisors are located.



District of Columbia






New York