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Fidelity Charitable

Philanthropy Boston, MA

Directory listing — factual and alphabetical. Inclusion is not a ranking, rating, or endorsement, and no compensation is involved. Families should perform their own diligence.

The largest U.S. donor-advised-fund sponsor by grants.

Official website ↗

Link verified August 25, 2026

How to evaluate firms like this

Building an Advisory Team

Building an advisory team means assembling the core professionals a substantial family relies on — investment…

Evaluating Investment Advisers

Evaluating an investment adviser means looking beyond track record to examine fiduciary status, registration…

RIA vs. Broker-Dealer

Registered investment advisers (RIAs) operate under a fiduciary duty, meaning they are legally required to…

How Advisers Are Paid

Financial advisers are compensated through several distinct models — asset-based fees, flat retainers, hourly…

Same category

CCouncil on FoundationsMembership association for grantmaking foundations.EExponent PhilanthropyAssociation serving lean-staffed foundations and philanthropic families.NNational Center for Family PhilanthropyNonprofit network supporting giving families with research and programming.NNational Philanthropic TrustIndependent donor-advised-fund sponsor and publisher of the annual DAF Report.RRockefeller Philanthropy AdvisorsNonprofit advisory that helps donors plan and manage giving.VVanguard CharitableMajor national donor-advised-fund sponsor founded by Vanguard.

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Managing Substantial Wealth Wealth at $10MWealth at $25MWealth at $50MWealth at $100MWealth at $250MWealth at $500MWealth at $1B+

Invest

Investing Public Markets Private Markets Real Estate Lifestyle Assets Markets Overview Screener

Plan

Tax Estate Planning Trusts Philanthropy Insurance Risk Management Banking & Credit

Family

Family Office Family Governance Next Generation Global Wealth Professionals

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