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

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

1.

Which option best describes your level of engagement with charitable giving?

2.

Do any of the following statements ring true to you?

3.

How many organizations does your household typically support each year with a charitable donation?

4.

How much does your household typically give to charity each year?

5.

Do you or a spouse hold any of the following assets as investments outside of your retirement account?

6.

Do any of the following apply to you/your family’s financial situation or long-term planning this year?

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

1.

Which option best describes your level of engagement with charitable giving?

2.

Do any of the following statements ring true to you?

3.

How many organizations does your household typically support each year with a charitable donation?

4.

How much does your household typically give to charity each year?

5.

Do you or a spouse hold any of the following assets as investments outside of your retirement account?

6.

Do any of the following apply to you/your family’s financial situation or long-term planning this year?

Thank You! You are on your way to making more of a difference.