Time is running out to make tax-deductible contributions in 2024. Review our year-end contribution guidelines.
Don't be afraid to ask for directions along the way. Take advantage of tools and resources designed to help you choose where to give in alignment with your focus areas.
R E S O U R C E S F R O M
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Reading
"Even after you have decided on your philanthropic goals, you may find it difficult to choose which organizations to fund when a number of them seem to be doing similar work in your focus areas."
Activities
Fidelity Charitable donors
For members of the Fidelity Charitable Private Donor Group, ask your Philanthropic Stategist about our Philanthropic Research Team.
For others, you can contact our Philanthropic Advice Referral Network Team for assistance.
Vetting and evaluating organizations
R E S O U R C E S F R O M
Reading
"Due Diligence is an essential aspect of philanthropic practice – it allows you to decide whether an organization is effective at achieving your shared goals and whether you and the organization are a good fit for each other. You should be able to find most of the information necessary for due diligence through the organization’s website and other publicly available resources.”
Activities
Vetting and evaluating organizations
R E S O U R C E S F R O M
Reading
“Nonprofits need funders who are willing to make flexible, multi-year investments that enable nonprofit leaders to most readily flex their management muscles and capacity for continual improvement. If your goals align with the organization’s, give long-term general operating support. To support effective organizations, pay adequate overhead when you make restricted gifts."
Feedback
Tell us what’s working and what’s not!
We want to know how to best support you in your philanthropic journey.
Fidelity Charitable has highlighted resources that can help donors like you in your journey with four broad stages, each containing a unique set of activities that will help you get the best results.
Ready to get started?
Opening a Giving Account is fast and easy, and there is no minimum initial contribution.
Or call us at 800-262-6039
