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For Companies
Today’s employees have high expectations: 70% of workers—and 87% of Millennials—want their employer to be philanthropic. But cultivating a purpose-driven workplace with modern charitable benefits and an effective corporate social responsibility program is easier said than done. That’s where we come in.
Working with Fidelity Charitable can help you attract and retain talent, put your diversity, equity, and inclusion (DEI) values into practice, and position yourself as a trustworthy, socially conscious brand. With decades of philanthropic expertise and a suite of solutions to fit your unique needs, we can help take your giving programs to the next level.
Flexible solutions for greater philanthropic impact
Giving is in our DNA. As the nation’s largest grantmaker and donor-advised fund sponsor, we’re ready to support you with solutions that can work together or on their own, depending on your company’s unique philanthropic needs.
A powerful vehicle for your corporate giving
Your company wants to give back, but you don’t have time for complex giving programs or burdensome requirements. Enter our tax-smart donor-advised fund for companies.
A unique benefit for your employees
Level up your benefits strategy and help your employees increase their overall financial wellness with smart giving strategies. Timely charitable education and our donor-advised fund can be a gamechanger for employees, and a valuable tool for recruitment and retention.
The Corporate Giving Account
A donor-advised fund for companies, the Corporate Giving Account allows business entities the flexibility to support charities at virtually any time with the resources that work for your company.
Contribute a variety of assets, including appreciated company stock and qualify for a tax deduction.
Potentially grow the charitable balance with multiple investment options, including socially responsible funds.
Give to local, national, and international causes now or over time.
Because you can fund the Corporate Giving Account with cash, appreciated stock, or even non-publicly traded assets like private business interests or cryptocurrency, you can potentially increase your tax savings and give more to the causes you care about most. Even better, you can invest your company’s charitable balance for potential growth—increasing what you have to give. From just one initial tax-advantaged gift, you can support multiple charities on a timetable that aligns with your company’s unique needs.
We’re here to handle the administrative details of your giving, including charity due diligence, so you can save time and rest assured that all grants will go to qualified public charities. When compared to the reporting and management requirements of other giving vehicles like foundations, the Corporate Giving Account can save you time and money.
And, to take it to the next level, you can tap into our network of vetted philanthropic advisors in the Philanthropic Advice Referral Network to outsource projects like creating a corporate giving strategy, sourcing nonprofits, and evaluating grant effectiveness and impact.
Appointed company contacts can use our online portal, giving you 24/7 access to your Giving Account, including grant confirmations, statements, and tax reporting documents. You can also analyze your giving with consolidated reports about which sectors, charities, and regions your organization has supported.
Whether you want to make a gift of non-publicly traded assets or transition your private foundation to a donor-advised fund, our team of experts has more than 30 years of experience and can provide guidance to help you reach your philanthropic goals.
Need more help defining your goals and strategy? Find trusted philanthropic advisors through the Philanthropic Advice Referral Network who can help you get started.
The Corporate Giving Account makes your organization’s charitable giving accessible, simple, and effective. Fees for the Giving Account cover a wide range of added benefits to help you take your corporate philanthropy programs to the next level.
Initial
contribution
$100,000
After your initial irrevocable contribution, your company can recommend grants starting at $50 to support the same charities you do now.
Investment
fees
0.015% to 0.91%
The ability for your contribution to be invested and potentially grow tax-free is a key benefit of a donor-advised fund. This fee varies depending on the investment options you choose.
Annual
administrative fee
$10,000 + 0.60% of Giving Account balance*
Our annual fee and tiered fee schedule allow us to provide leading technology and services to help you achieve your philanthropic goals.
Between choosing a cause to support, understanding charitable tax deductions, or figuring out how to donate stock, your employees might not know where to start with giving back. Charitable education can differentiate your benefits program, boost your company’s culture of giving, and help your employees make more satisfying financial plans.
We make it easy for you to help your employees achieve their philanthropic goals. You can start by sharing information about smart charitable strategies, including using a donor-advised fund such as the Giving Account—an affordable and tax-efficient way for a broad base of employees to give back.
How can Fidelity Charitable help? Rely on us to provide free informational resources, ideas for timely outreach, or professionally produced educational webinars.
Need help designing or rethinking your corporate giving programs? Tap into the Philanthropic Advice Referral Network—these trusted experts have experience in providing strategic guidance and customized solutions including identifying and evaluating nonprofit organizations, developing or refining employee giving and volunteering programs, creating or managing grant programs, assessing impact, and more.
Plus, eligible corporate donors can hire an in-network philanthropic advisor to support their grant recommendation strategy through the Philanthropic Advice Program, with fees assessed from the Giving Account. Refer to this overview (PDF) for program specifics.
You don’t have to tackle your corporate giving programs alone—get started with a dedicated philanthropic advisor today.
