Recommend how contributions are invested

You advise how contributions to the Fidelity Charitable Gift Fund are invested to provide the potential for the assets to grow, which may ultimately result in additional dollars for charitable grants.

You can request a reallocation of the investment pools by recommending a pool exchange up to two times per month.

The Gift Fund provides four approaches to match your charitable giving objectives:

Asset Allocation Pools, for donors who want to implement a diversified investment strategy for their Giving Accounts in one easy step.

Individual Investment Pools, for donors who want to build a custom strategy combining pools with specific investment objectives for Giving Account balances.

Charitable Legacy Pool, for donors with Giving Account balances of $100,000 or more who are looking to implement a charitable giving strategy with a long-term approach similar to that of an endowment.

Charitable Investment Advisor Program, for donors with more than $250,000 in a Giving Account who would like to nominate their investment advisor to manage some of the Gift Fund's assets.