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Philanthropic guidance

Your Private Donor Group Relationship Manager and team offer a number of resources to help you develop and refine your giving strategy.

Your Relationship Manager

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Your Relationship Manager works with you to develop a strategic plan that achieves your long-term charitable giving objectives. Your Relationship Manager can also connect you with individuals, ideas, and innovations to help you navigate the opportunities and challenges that come with sophisticated philanthropic pursuits.

Your Relationship Manager 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 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.

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 Relationship Manager, 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 contact your Relationship Manager.

Philanthropic advisors

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More about the Private Donor Group

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Your Relationship Manager

Your Relationship Manager is your first call for philanthropic guidance and much more.

Learn more
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Additional resources

Your Relationship Manager is your first call for philanthropic guidance and much more.

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