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

Question 1/6

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

Select one

Question 2/6

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2. Do any of the following statements ring true to you?

Select all that apply:

I wish I had more time to decide where to give before the tax deadline of Dec. 31

I’m starting to think about retirement, and I would like to spend more time giving back in the future

I’d love to have a way to organize family giving or create a way for my family to give together

I’m always looking for ways to reduce my taxes

I want to leave behind some sort of personal or family charitable legacy

None of these statements ring true to me

Question 3/6

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3. 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 4/6

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

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Question 5/6

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

Select all that apply:

Question 6/6

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

Select all that apply:

Expecting to have a high-income tax year

Expecting variable income, such as a bonus

Expecting/anticipating a financial windfall

Expecting to sell a business or realize significant capital gain due to sale of an asset

Expecting to develop or update my will or estate plan

None of these apply to my financial situation this year

How Fidelity Charitable can help

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