We help individuals, businesses, and their advisors choose the right solutions to achieve philanthropic goals.
| Giving During Your Lifetime | Giving and Generating Income | ||
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With the Fidelity Charitable Gift Fund's ("Gift Fund") Donor Advised Fund, irrevocable contributions to the Gift Fund have potential to grow over time and maximize giving impact. Donors may be eligible to take the maximum tax deduction allowable when they contribute. Special assets may be accepted. |
Fidelity Private Foundation Services takes care of typical administrative tasks so foundations have more time to dedicate to their charitable mission. Get customized service with investment management, tax and compliance support, and charitable administration. |
With one or more irrevocable contributions to the Gift Fund, the Fidelity Charitable Gift Fund's Pooled Income Fund provides lifetime income for up to two beneficiaries, which can include the donors. The value of the account is dedicated to charities after the last beneficiary passes away. |
A Charitable Remainder Trust provides lifetime income for one or multiple beneficiaries, which can include the donors. The remaining assets are dedicated to charities after the last beneficiary passes away. A wide variety of assets can be contributed, depending on the trust's provisions. |