Fidelity Charitable 5.1

Fidelity Charitable 5.1

Fidelity Investments  ❘ Freeware
iOS

out of 6 votes
Latest Version
5.1
Safe to install
EXCELLENT User Rating

Manage your Giving Account® and recommend grants conveniently with the Fidelity Charitable® App on your iOS® device.

The app, available for free, offers the following features:

  • Recommend grants
  • Track the progress of grants and contributions
  • Check Investment Pool balances
  • Review upcoming one-time and recurring grant suggestions

You have three options for recommending a grant:

  1. From the Grant Details pages
  2. From a list of previously supported organizations
  3. By searching for a new organization

While recommending a grant, you are able to:

  • Utilize a previous grant designation or establish a new one
  • Set up future one-time or recurring grant recommendations
  • Choose from all acknowledgments previously used

To utilize this app, it is necessary to have a Giving Account® set up with Fidelity Charitable.

For further information on Fidelity Charitable and to create a Giving Account, visit FidelityCharitable.org.

Fidelity Charitable stands as the brand name for the Fidelity® Charitable Gift Fund, an independent public charity featuring a donor-advised fund program. Various services to Fidelity Charitable are provided by several Fidelity companies. The Fidelity Charitable logo is designated as a service mark while Fidelity Charitable and Fidelity are registered service marks of FMR LLC, used by Fidelity Charitable under license. Giving Account is a registered service mark of the Trustees of Fidelity Charitable.

Fidelity Charitable Privacy Policy: View here.

Overview

Fidelity Charitable is a Freeware software in the category Business developed by Fidelity Investments.

The latest version of Fidelity Charitable is 5.1, released on 08/05/2024. It was initially added to our database on 02/19/2024.

Fidelity Charitable runs on the following operating systems: iOS.

Users of Fidelity Charitable gave it a rating of 5 out of 5 stars.

Pros

  • Fidelity Charitable offers a user-friendly interface for donors to manage their charitable giving.
  • Donors can easily donate a wide variety of assets, such as cash, stocks, and mutual funds.
  • The platform provides tools to help donors maximize the impact of their donations through strategies like tax-efficient giving and charitable grants.
  • Fidelity Charitable offers a Donor-Advised Fund (DAF) option, allowing donors to set aside money for future charitable contributions while receiving immediate tax benefits.

Cons

  • Fidelity Charitable requires a minimum initial contribution to open a DAF account, which can be a barrier for some potential donors.
  • Some users may find the administrative fees charged by Fidelity Charitable to be higher compared to other similar platforms.

Screenshots (Click to view larger)

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