5.1 Safe to install
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:
- From the Grant Details pages
- From a list of previously supported organizations
- 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.
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