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Fidelity Charitable
Fidelity Investments Charitable Gift Fund operates as Fidelity Charitable. It is an independent 501(c)(3) public charity established in 1991.
Fidelity Charitable
Fidelity Investments Charitable Gift Fund operates as Fidelity Charitable. It is an independent 501(c)(3) public charity established in 1991. It offers the Giving Account donor-advised fund program to individual and corporate donors and facilitates billions in grants to nonprofit organizations as one of the nation's largest grantmakers.
General information
Firm type
Donor-Advised Fund
Year founded
1991
Location
Region
North America
Country
United States
City
Boston
Corporate office
245 Summer Street MZ NM43A, Boston, MA, United States
Principals
Jacob Pruitt
President
Lenny Mendonca
Chair of the Board of Trustees
Sector focus
Frequently asked questions
Who runs investment decisions at Fidelity Charitable?
Jacob Pruitt serves as President. Lenny Mendonca chairs the Board of Trustees. Investment advisory services are provided by FMR LLC under an ongoing agreement dating to 1991.
How does Fidelity Charitable source proprietary deal flow?
The organization does not source proprietary deals. It receives contributed assets from donors that are liquidated to fund Giving Accounts.
Does Fidelity Charitable participate in fund commitments or only direct deals?
It holds limited partnership interests and private equity positions contributed by donors. These are managed through the Complex Asset Group for eventual liquidation.
What investment stages does Fidelity Charitable typically target?
The entity does not target stages. It accepts early-stage, expansion, and buyout exposures only when donors contribute such assets.
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Corporate structure
Part of
Fidelity Investments