Fiduciary Trust Charitable

53 State Street

Boston, MA 02109

© 2019 Fiduciary Trust Charitable

PARTNERING WITH ADVISORS

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).

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)

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.