Overview for
Individuals & Families
Fiduciary Trust Charitable is an independent, public charity that offers flexible, advisor-managed donor-advised funds to help donors achieve their philanthropic goals. In serving individuals and families, there are four areas that distinguish our donor-advised fund program:
Integrated Personal Service
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Dedicated, experienced advisor
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Service integrated with other accounts
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Simple 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)
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Charitable advice integrated with wealth planning
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Conversions to donor-advised funds
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Giving strategy and measurement
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
For more information on how Fiduciary Trust Charitable can help you achieve your philanthropic goals, please contact Todd Eckler at 617-292-6766 or teckler@fiduciary-trust.com.