Private Foundations and Donor-Advised Funds: A Guide to Choosing Your Philanthropic Path

Private Foundations and Donor-Advised Funds: A Guide to Choosing Your Philanthropic Path

The charitable giving landscape has broadened, with more options than ever to help your clients carry out their philanthropic goals.

The following guide was created to help your clients understand the benefits of donor-advised funds and private foundations—two of the most popular giving vehicles. With differing structures, rules, privacy and flexibility, the two vehicles each come with a unique set of advantages and limitations.

Topics covered:

  • Private foundations compared to donor-advised funds
  • Complementing a private foundation with a donor-advised fund
  • Collapsing a private foundation into a donor-advised fund
  • Asking the right questions to determine the best strategy

About Fidelity Charitable®

Fidelity Charitable® is an independent public charity that has helped donors support more than 250,000 nonprofit organizations with more than $28 billion in grants since its inception in 1991. As the largest donor-advised sponsor with more than 25 years of experience, we have the charitable planning expertise to help you provide value-added advice to your clients and grow your business.

 

Fidelity Charitable® is the brand name for Fidelity®Investments Charitable Gift Fund, an independent public charity with a donor-advised fund program. Various Fidelity companies provide services to Fidelity Charitable. The Fidelity Charitable name and logo and Fidelity are registered service marks of FMR LLC, used by Fidelity Charitable under license. The tax information provided is general and educational in nature, and should not be construed as legal or tax advice. Fidelity Charitable does not provide legal or tax advice. 851673.1.0