Monday - Friday
8:30 am - 8:00 pm (ET)
The Private Donor Group is a dedicated team to support your giving, enhance your philanthropy, and help you make more of a difference for the charitable causes you care about.
Your relationship manager is your dedicated point of contact at Fidelity Charitable, working with you and your advisor to provide guidance, insights, and solutions for your philanthropy.
Your relationship manager:
You are supported by a premium service team, who provide the highest level of service to assist with day-to-day and year-to-year administration of your Giving Account, including supporting transactions such as grant recommendations, contributions, and pool exchanges. The premium service team understands your Giving Account, your needs, and your preferences, and works with your relationship manager and Fidelity Charitable to support your philanthropy.
The Private Donor Group team looks forward to supporting you as you pursue your philanthropic goals.