OVERVIEW FOR BUSINESSES
Fiduciary Trust Charitable is an independent, public charity that offers flexible, advisor-managed donor-advised funds to help donors achieve their philanthropic goals. We understand the unique needs of businesses and business owners in attracting talent and achieving philanthropic goals. This can include establishing a donor-advised fund to facilitate corporate giving, or creating individual donor-advised funds from which employees can recommend grants that may be funded all or in part from corporate contributions.
There are four key areas that distinguish us in serving businesses:
Integrated Personal Service
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Dedicated, experienced advisor
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Reporting integrated across employee advised accounts
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Custom, simplified grant request process
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Online and mobile account access
Expertise
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Administrative services provider with $20B+ in assets under supervision
(Fiduciary Trust Company) -
Conversions of private foundations to donor-advised funds
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Giving strategy and measurement, in partnership with philanthropic consultants
Flexibility and Innovation
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Tailored investment approach with a broad universe of options
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Accept a variety of illiquid assets
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International grant capability
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Custom DAF features available
Sustainable Practices
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Sustainable investment options
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Low carbon impact initiatives
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“Positive Philanthropy Pledge”
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Independent board and auditors
To learn more about how Fiduciary Trust Charitable can meet the needs of your business, please contact
Todd Eckler at 617-292-6766 or teckler@fiduciary-trust.com.
Note: Minimum average per employee new donor-advised fund account size of $50,000.