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A dedicated team of service representatives works hand-in-hand with your Philanthropic Strategist to ensure your contributions and grant recommendations are accommodated efficiently and effectively. You’ll have direct access to the service team via phone and email.

The Private Donor Group Service Team:

  • Ensures priority processing of transactions, including:
    Contributions to Fidelity Charitable
    Grant recommendations from your Giving Account to a public charity
    Allocation of investments within a Giving
    Account Updates to Giving Account Information
  • Proactively provides information on transactions requiring additional research

Technical expertise

In addition to the Service Team, as a Private Donor Group member you have access to a team of technical experts.

 

Our team of experts:

    • Processes contributions of complex assets
    • Vets domestic and international charities
    • Assists with multi-year grant commitments and drafts letters of intent
    • Executes complex and international grants

More about the Private Donor Group

Your Philanthropic Strategist

Your Philanthropic Strategist is your first call for philanthropic guidance and much more.

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Philanthropic network

In addition to your Philanthropic Strategist, you have access to a nationwide network of philanthropic advisors.

Learn more