Fidelity Charitable Services offers a nationwide network of professionals with experience in charitable planning strategies. Our specialists are available to meet with you at any time.
For the Charitable Planning Specialists in your area, simply click on your state. You can also call our main office at 1-800-280-6357 to speak to a specialist.
| Region | Charitable Planning Specialists |
|---|---|
| Alaska, Northern California, Oregon, Washington state | Jeff Sheridan: 415-445-7970 Elliot Rotstein: 800-280-6357 ext. 3566 |
| Arkansas, Louisiana, Oklahoma, Texas | Jeff Gerold: 972-841-6531 Joe Cugini: 800-280-6357 ext. 3560 |
| Delaware, Maryland, Virginia, Washington, D.C. | James Brunger: 202-615-0442 Margot Kearney: 800-280-6357 ext. 3586 |
| Indiana, Kentucky, Michigan, North Carolina, Ohio, Pennsylvania, Tennessee, West Virginia | Michael Hoffman: 412-951-7392
|
| Hawaii, Southern California | Anthony Segala: 310-384-9406 Elliot Rotstein: 800-280-6357 ext. 3566 |
| Midwest | Jim Daly: 800-280-6357 ext. 3597 |
| Mountain West | Mark Ricketson: 303-513-8955 Jim Daly: 800-280-6357 ext. 3566 |
| New England | James Carroll: 800-280-6357 ext. 3533 |
| New Jersey, New York | Jacqueline Valouch: 212-335-6432
Margot Kearney: 800-280-6357 ext. 3586 |
| Southeast | Jeffrey Keane: 800-280-6357 ext.3596 Joe Cugini: 800-280-6357 ext. 3560 |
Ask about the Gift Fund's Charitable Investment Advisor Program
This Gift Fund program allows advisors to provide investment advisory and management services for a portion of the Gift Fund's assets held in a Giving Account.