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

Question 1/6

1.

Do any of the following statements apply to you?

Select all that apply:
Question 2/6

2.

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

Tip: Make sure you’re counting your donations to churches and schools (but no tuition payments)!

 Select one
Question 3/6

3.

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

Select one
Question 4/6

4.

If your usual donations, along with other deductible expenses, don’t surpass the standard deduction, “bunching” several years’ worth of donations into one year may help you save on taxes.

Would you consider making a larger donation to fund multiple years of giving if you’re not already itemizing deductions?

Select one
Question 5/6

5.

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

Select all that apply:
Question 6/6

6.

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

Select all that apply:

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 800-262-6039