Fidelity Charitable

Donor Management & Fundraising CRM

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Fidelity Charitable offers a streamlined platform for charitable giving through its donor-advised fund, the Giving Account, enabling individuals to maximize their impact while enjoying immediate tax benefits. With options to donate various assets and a user-friendly interface for managing contributions and grants, Fidelity Charitable simplifies the philanthropic journey for donors and supports a wide range of charitable causes.

Fidelity Charitable can be found in Donor Management & Fundraising CRM categories.

The most similar products to Fidelity Charitable are:

4aGoodCause Promoted → DAFpay → WellFunded → Pinkaloo → Legacy Verified profile →

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Fidelity Charitable Main Features

• Mobile Access
  You can recommend grants from your phone using the mobile app, making it easy to give on the go.
• Giving Account
  The Giving Account is a special account that helps you donate to charities while saving on taxes.
• Easy Management
  The online platform lets you see your donation history and make grant recommendations easily.
• Flexible Funding
  You can add cash, stocks, or even private business interests to your Giving Account to increase your donations.
• Investment Growth
  Your donations can be invested to grow tax-free until you decide which charities to support.
• Research Charities
  You can take your time to learn about the charities you want to support before making a donation.
• Annual Giving Report
  You can read about how much money was donated to charities each year and see the impact of giving.
• Grant Recommendations
  You can choose which charities receive your donations through the Giving Account.
• Disaster Relief Support
  Fidelity Charitable provides resources to help you support disaster relief efforts effectively.
• Immediate Tax Deduction
  When you give money to Fidelity Charitable, you can get a tax deduction right away.

Fidelity Charitable Benefits

• Easy Access
  The online platform and mobile app let you check your giving history and recommend grants anytime, making it simple to give.
• Time to Research
  You can take your time to learn about the charities you want to help, so you can make better choices.
• Convenient Giving
  You can support many charities with just one donation, making it easier to manage your giving.
• Potential for Growth
  Your donations can be invested, allowing them to grow tax-free while you decide which charities to support.
• Immediate Tax Deduction
  When you give to Fidelity Charitable, you can get a tax deduction right away, which helps you save money.

Who should use Fidelity Charitable?

• Families
  Families can work together to choose charities and teach kids about giving.
• Companies
  Companies can improve their corporate social responsibility by using a Giving Account for donations.
• Nonprofits
  Nonprofits can benefit from increased donations through donor-advised funds like the Giving Account.
• Individuals
  Individuals can save on taxes while giving to their favorite charities.
• Financial Advisors
  Financial advisors can help clients maximize their charitable giving and tax benefits.

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Fidelity Charitable Alternatives

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Legacy

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Technologies Used

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