Refer friends & family

Share the power of the Giving Account with your friends and family, and help them make a greater charitable impact.

Share the joy of simplified giving

You made the smart choice to simplify your giving, which can increase your charitable impact; now you can help others do the same. Your enthusiasm and support can help others make a greater impact in the world. Here’s how you can easily share the benefits of a Giving Account with your community.

Ready to refer friends and family?

Easily copy the pre-written email content below and customize for your friends and family.

Email template

Subject line: Discover the joy of giving with a donor-advised fund

Dear [Friend/Family Member],

I wanted to reach out and share the benefits of the Fidelity Charitable Giving Account, a donor-advised fund (DAF). The Giving Account has enabled me to increase my charitable giving all in one account and it may be a great fit for you too.

A DAF is a simple, flexible, and tax-efficient way to manage charitable giving. It allows you to:

Consolidate your giving
Grow your impact
Simplify your charitable contributions

Want to learn more? Check out the details of the donor-advised fund and see the benefits of the Giving Account.

If you’re ready to start your philanthropic journey, opening an account is easy and only takes a few minutes.

Best,
[Your Name]