Fiduciary Trust Charitable (FT Charitable) has built its tailored offerings around working with a variety of quality financial advisors who serve individuals and private foundations.  An approved advisors’ clients can establish donor-advised funds through FT Charitable. The advisor manages the donor relationships and investments, and Fiduciary Trust Company provides the administrative services (on behalf of FT Charitable).  Each donor-advised fund account is charged an investment management fee, which is paid to the investment advisor, and an administrative fee (which is among the lowest in the industry).

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Benefits of Our Donor-Advised Funds to Advisors:

• Deepen Client Relationships

• Provide Customized Investment Management Solutions to Clients

• Receive Quality, Personal Service

• Access Nonprofit Expertise

• Benefit from some of the Most Competitive Administrative Fees in the Industry 

• Low minimum donor-advised fund account size of $50,000

• Provide a Consistent Client Experience (including reporting, if you use our administrator for custody services)

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To discuss how you can provide your clients access to our donor-advised funds, please contact:

Todd Eckler, Executive Director, at 617-574-3425 or teckler@fiduciary-trust.com.