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Whether your goal is to pass your values to the next generation or continue support of charities beyond your lifetime, Fidelity Charitable can help you carry on a charitable legacy.
The simplest way to ensure a charitable legacy is by establishing a Giving Account successor. Account Holders can choose:
Donors interested in legacy planning may also consider the Endowed Giving Program. Enrolling in this program establishes a standing recommendation to make regular grants to a pre-specified charity after the death of the last Account Holder. Private Donor Group members may also consider leaving a charitable legacy by incorporating Fidelity Charitable in an estate plan, in combination with other legacy planning options.CONTACT YOUR RELATIONSHIP MANAGER >