WHAT MAKES US DISTINCTIVE?

Fiduciary Trust Charitable (FT Charitable) recognizes that many donors want a personalized approach and access to expertise as they pursue charitable giving with a donor-advised fund (DAF). Therefore, we offer a flexible, donor-advised fund program that includes personal engagement from a financial advisor. The benefits of working with FT Charitable include:

PERSONAL SERVICE AND GUIDANCE
  • One-on-one relationship with an investment advisor

  • Advice integrated with a donor’s overall wealth plan

  • Access to Fiduciary Trust Company or other investment advisors selected by the donor and approved by FT Charitable

  • Convenient online access and a mobile app

TAILORED INVESTMENT APPROACH
  • Access to a broad universe of investment options, including individual securities, mutual funds, ETFs, and other asset types. This is distinct from many other DAFs that have limited sets of investment options that are often proprietary.

  • Sustainable and impact investing options available

  • Investment program personalized to the needs of each donor-advised fund account

EXPERTISE
  • Ability to customize DAFs to the needs of specific donors, such as “restricted” DAFs

  • Experience in converting from a private foundation or public charity to a DAF

  • Access to philanthropic giving consulting services through our partners, including charity selection, gift structuring, and charitable impact measurement

Fiduciary Trust Charitable

53 State Street

Boston, MA 02109

© 2020 Fiduciary Trust Charitable