We Offer Our Experience

Our dedicated team of representatives is knowledgeable in a wide array of giving solutions, with years of experience helping people at any asset level find a charitable solution that is right for them.

For Individuals and Families

We help people, along with their advisors, plan their charitable giving — from researching the causes they support to selecting the best solutions for their situation. Whether giving is part of an overall financial plan or specific to an estate plan, we make sure the benefits and considerations of each option are clearly understood.

Learn about Charitable Planning & Tools

With our preferred giving solutions, there is an easy and flexible process for setting up and managing charitable giving vehicles, with special services available for each option.

Learn about Our Giving Solutions

For Advisors and Professionals

Our extensive charitable giving experience enables us to offer a variety of online and offline resources, providing superior service to financial professionals and their clients. We focus on helping advisors successfully integrate philanthropy into their clients’ financial plans, including tax and estate planning.

Learn about our services for Advisors & Professionals

For Companies and Business Organizations

We provide comprehensive administrative and operational support for corporate foundations.

Learn about our Corporate Foundation Services

A donor advised fund can provide an efficient way for a corporation or other business entity to streamline its charitable giving.

Learn about the Fidelity Charitable Gift Fund's Donor Advised Fund