BRONZE2024

Fidelity Investments Charitable Gift Fund

aka Fidelity Charitable Gift Fund, the Gift Fund, CGF   |   Boston, MA   |  www.FidelityCharitable.org

Mission

Since our inception as a public charity in 1991, our mission has remained the same – to further the American tradition of philanthropy by providing programs that make charitable giving simple, effective, and accessible.

Ruling year info

1991

President

Mr. Jacob Pruitt

Main address

Fidelity Charitable 200 Seaport Boulevard

Boston, MA 02210 USA

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EIN

11-0303001

NTEE code info

Other Philanthropy, Voluntarism, and Grantmaking Foundations N.E.C. (T99)

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

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Programs and results

What we aim to solve

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Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

The Giving Account

The Giving Account at Fidelity Charitable is a donor-advised fund that helps you dedicate money to charitable purposes in a more organized, effective way — and, ultimately, may allow you to give more to charity. The Giving Account makes it easier to plan all aspects of your giving, from the assets you contribute to the charities you support.

Population(s) Served

The Charitable Investment Advisor Program offers
you the option to nominate an independent advisor
to provide active management of the assets you have contributed to Fidelity Charitable, in order to help you meet your charitable giving goals. With this program, your trusted advisor can build comprehensive portfolios — including securities, bonds, and alternative investments — that integrate charitable giving into your overall financial plans. Additionally, the program allows you and your advisor to pursue potentially higher returns from charitable contributions — possibly generating more funds for the charitable causes you support.

Population(s) Served

Where we work

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Financials

Fidelity Investments Charitable Gift Fund
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Operations

The people, governance practices, and partners that make the organization tick.

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Connect with nonprofit leaders

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  • Analyze a variety of pre-calculated financial metrics
  • Access beautifully interactive analysis and comparison tools
  • Compare nonprofit financials to similar organizations

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Fidelity Investments Charitable Gift Fund

Board of directors
as of 01/16/2024
SOURCE: Self-reported by organization
Board chair

Alfred Osborne

UCLA Anderson School of Management

Richard D Tadler

Senior Advisor, TA Associates, Boston

Audrey McNiff

Retired, Partner, Goldman Sachs

Kristin W Mugford

Senior Lecturer of Business Administration, Harvard Business School

Thomas C Stewart

Managing Principal, Andrew Thomas & Co. LLC

John Muse

Chair of Lucchese Boot Company and Kainos Capital, LLC

Lee Sandwen

Executive Vice-President of Enterprise Services at Fidelity Investments,

Lenny Mendonca

Lecturer at the Stanford Business School