Work with the established leader in charitable giving
Fidelity Charitable Services has worked with more than 50,000 donors and their advisors to support over 120,000 charitable nonprofit organizations. As a trusted leader in charitable giving solutions, we bring you the knowledge and resources you need to help build on your experience and deepen your client relationships — possibly including future generations.
Leverage our expertise
We know your clients place their trust in you to provide proper guidance on incorporating giving into their plans. We make it our business to support you personally and online with service, information, and technology.
Get person-to-person support
Our dedicated staff will help you support your clients' charitable planning.
Find your Charitable Planning Specialist
Ongoing education helps you stay current
We will furnish you with information and materials to help enhance your charitable giving knowledge and experience, including legislative updates, periodic e-newsletters, and more. All we need is your email address and we'll keep you informed.
Visit our Staying Current section for the latest articles and white papers.
Help Your Clients Online
Fidelity Charitable Gift Fund
Access charitable assets held in a Giving Account with a client's written permission.
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.
