The Private Donor Group Service Team
A dedicated team of service representatives works hand-in-hand with your Philanthropic Strategist to ensure your contributions and grant recommendations are accommodated efficiently and effectively. You’ll have direct access to the service team via phone and email.
The Private Donor Group Service Team:
- Ensures priority processing of transactions, including:
Contributions to Fidelity Charitable
Grant recommendations from your Giving Account to a public charity
Allocation of investments within a Giving Account
Updates to Giving Account Information
- Proactively provides information on transactions requiring additional research
Technical expertise
In addition to the Service Team, as a Private Donor Group member you have access to a team of technical experts.
Our team of experts:
- Processes contributions of complex assets
- Vets domestic and international charities
- Assists with multi-year grant commitments and drafts letters of intent
- Executes complex and international grants
More about the Private Donor Group
Your Philanthropic Strategist
Your Philanthropic Strategist is your first call for philanthropic guidance and much more.
Philanthropic network
In addition to your Philanthropic Strategist, you have access to a nationwide network of philanthropic advisors.
Ready to get started?
Opening a Giving Account is fast and easy and there is no minimum initial contribution.
Or call us at 800-262-6039