CaliforniaArabella Advisors Paragon Philanthropy Rockefeller Philanthropy Advisors
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In addition, your Relationship Manager 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 Relationship Manager.
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 Relationship Manager, 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 contact your Relationship Manager.
ColoradoExcellence in Giving
MassachusettsThe Philanthropic Initiative