Fidelity Charitable is ready to help financial advisors in providing philanthropic services

Fidelity Charitable
For those who haven't heard about it, Fidelity Charitable is an independent public charity and donor-advised fund, which some weeks ago presented a new Charitable Planning Practice Management program, in order to help firms and advisors incorporate philanthropic planning and giving strategies into their services.

Krystal Kiley, vice president of relationship and practice management at Fidelity Charitable stated: “Our mission is to make charitable giving more accessible. This is important because with a quarter of the $30 trillion expected to transfer from baby boomers to their heirs by 2026, charitable planning as part of holistic wealth management is a significant client need. Advisors who incorporate this into their client conversations will differentiate themselves and earn the trust of the next generation.”

Jon Jones, CEO of the Seattle wealth management firm Brighton Jones, also stated: “All of my firm’s 1,200 high-net-worth clients want advice around charitable giving. I’ve found that some of the most important conversations I have with clients are about how they can provide support for the causes they care most about, my firm has been on the Fidelity Charitable platform for a decade, and this has given me and my advisors a strong foundation by providing education, tools and consulting on philanthropic topics. The program will give advisors access to exclusive research, planning tools, in-person workshops, virtual webinars, actionable guides and materials that can be used with clients to help them meet their charitable giving goal.”

For the new program which can meet the specific needs of every firm Kiley said: “Philanthropic planning can provide that opportunity by helping connect an advisor with his or her clients’ entire family, including their heirs, and create a philanthropic legacy that spans generations. We are providing this valuable complimentary program to advisors to ensure that clients and their family’s charitable priorities are supported and that nonprofits themselves continue to get the contributions they need to continue their missions.”


Petros Stathis