A dedicated team of service representatives works hand-in-hand with your Relationship Manager 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
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 Relationship Manager
Your Relationship Manager is your first call for philanthropic guidance and much more.