Fidelity Private Foundation Services

Whether your company's foundation is still in the planning stages, is recently established, or has been doing good work for decades, Fidelity Private Foundation Services can help you optimize the time and resources you devote to corporate charitable giving.

Fidelity delivers a comprehensive and flexible suite of services developed with the specific needs of corporate foundations in mind.

Streamlined administration

Fidelity reliably manages your foundation's most burdensome administrative activities, including grants distribution, expense processing, accounting and recordkeeping, coordination of IRS Form 990-PF preparation, tax payments and other compliance issues.

Comprehensive, centralized online access

Fidelity delivers comprehensive online access to asset, financial and charitable records, as well as the ability to initiate contributions, authorize new grants, track and approve foundation expenses, and establish access and grantmaking privileges for foundation staff, board members and advisors.

Dedicated service

Your foundation receives dedicated support from a staff whose core competency is foundation management, and who are available to answer questions, provide personal support for foundation administration, and process transaction requests.

Tax and compliance support

Fidelity provides education and support for tax and compliance issues, including monitoring of the 5% distribution requirement, due diligence of grant recipients' charitable status, coordination of any required tax filings, and maintenance of accurate recordkeeping.

Flexible investment management and custody options

Fidelity can work with a wide range of investment management and custody options:

• Investment can be self-directed through a Fidelity Account^®, managed with Fidelity's professional discretionary investment management service, through a third-party advisor referred by Fidelity, or with your current foundation investment manager.
• Assets can be custodied with a third-party financial institution or Fidelity Investments.

Get started today

Call 1-800-334-4438, write to us, or email us to find out more.

Fidelity Private Foundation Services
82 Devonshire Street, ZE7
Boston, MA 02109