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BESPOKE INVESTMENT
RECOMMENDATION
For donor advised funds (Days) with a balance of 500,000 or more (or $800,000 or more) you may recommend an independent investment advisor to develop and
implement
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How to fill out charitable investment advisor programfidelity
How to fill out charitable investment advisor programfidelity
01
Gather all necessary documents, including personal identification, financial statements, and any legal paperwork related to your charitable organization.
02
Visit the Fidelity website and navigate to the Charitable Investment Advisor Program section.
03
Click on the 'Apply' button and fill out the online application form.
04
Provide accurate information about your organization, including its name, mission, and financial goals.
05
Enter your personal and contact details, ensuring they are up to date.
06
Upload any required documents as outlined in the application form.
07
Review your application carefully before submitting it.
08
Once submitted, wait for a response from Fidelity regarding the status of your application.
09
If approved, follow any additional instructions provided by Fidelity to activate and manage your charitable investment advisor program.
Who needs charitable investment advisor programfidelity?
01
Charitable organizations and non-profit entities that require professional investment advice and management for their philanthropic assets.
02
Individuals or groups responsible for overseeing the financial strategies and investment decisions of charitable organizations.
03
Donors or philanthropists who want to ensure their charitable contributions are effectively managed and maximized for impact.
04
Financial advisors or professionals specializing in the charitable sector who wish to leverage Fidelity's expertise and resources to better serve their clients.
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