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QUIZ: Is a donor-advised fund right for you?

Who doesn’t like the idea of reducing taxes and also having more to give?

That’s exactly why so many generous people are turning to donor-advised funds to support their giving.

A donor-advised fund is like a charitable investment account for the sole purpose of supporting charitable organizations you care about. When you contribute cash, securities or other assets to a donor-advised fund sponsoring organization like Fidelity Charitable, you are generally eligible to take an immediate tax deduction. Then those funds can be invested for tax-free growth, while allowing you to support charities on your timetable.

Take this quick 6-question quiz to discover if a donor-advised fund is a good choice for you.

Start quiz

How Fidelity Charitable can help

Since 1991, we have been a leader in charitable planning and giving solutions, helping donors like you support their favorite charities in smart ways.

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Or call us at 1-800-262-6039