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Philanthropic Advice

A deeper dive into your interests

For donors interested in creating and executing large-scale philanthropic plans, Fidelity Charitable collaborates with a network of philanthropic advisors. A complement to our expertise, a philanthropic advisor provides in-depth sector knowledge and can assist with a broad range of services, including:

  • Creating a strategic plan for philanthropic impact
  • Identifying potential grantees and conducting research
  • Measuring, evaluating, and reporting on grant effectiveness
  • Facilitating grant recommendations that reflect your family’s shared values and interests

To learn more about if and how a philanthropic advisor can add to your charitable planning, please contact your relationship manager.

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