OVERVIEW FOR NONPROFITS

Fiduciary Trust Charitable is an independent, public charity that offers flexible, advisor-managed donor-advised funds to help donors achieve their philanthropic goals.  We have significant experience working with nonprofits, including private foundations, public charities, and religious organizations, to utilize donor-advised funds in their grant-making strategies. We also support hundreds of nonprofits through grantmaking activities from our donor-advised fund and other programs.

Four areas that distinguish Fiduciary Trust Charitable in serving nonprofits are:

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Integrated Personal Service

  • Dedicated, experienced advisor

  • Service integrated with other accounts

  • Simple grant request process

  • Online and mobile account access

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Expertise

  • Administrative services provider with $20B+ in assets under supervision
    (Fiduciary Trust Company)

  • Conversions of public charities, private foundations, and religious organizations to donor-advised funds

  • Giving strategy and measurement through philanthropic consulting partners

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Flexibility and Innovation

  • Tailored investment approach with a broad universe of options

  • Custom DAF features available, including restricted DAFs to enable some restricted purpose charities and foundations to utilize donor-advised funds

  • Acceptance of a variety of illiquid assets

  • International grant capability

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Sustainable Practices

  • Sustainable investment options

  • Low carbon impact initiatives

  • “Positive Philanthropy Pledge”

  • Independent board and auditors

For more information on how Fiduciary Trust Charitable can help your nonprofit use our donor-advised funds to meet its needs, please contact Todd Eckler at 617-292-6766 or teckler@fiduciary-trust.com.