Fidelity Charitable has rolled out GivingCentral, an online advisor platform, and a dedicated advisor service team.
On the platform, advisors and set up and manage Giving Accounts or make contributions to Fidelity Charitable on behalf of their clients.
“Fidelity Charitable is focused on making it easy for advisors to help donors achieve their charitable goals,” said Sarah Libbey, president of Fidelity Charitable. “By providing advisors with the best technology and a dedicated service that specializes in meeting their needs, we can help them add greater value to the charitable conversation with donors.”
Mike Durbin, president of Fidelity Institutional Wealth Services, added: “Charitable giving is best maximized when integrated with a donor’s overall financial plans. The connection between WealthCentral and GivingCentral provides a powerful tool for our advisor clients, making it easier for them to manage investor accounts and to offer strategic recommendations around charitable giving.”
Since its inception 20 years ago, Fidelity Charitable has helped donors support more than 140,000 non-profit organizations with more than $11 billion in grants.
-- This article first appeared on Money Management Executive.