{
  "slug": "fidelity-charitable",
  "name": "Fidelity-charitable",
  "description": "Fidelity Charitable provides a Giving Account, a donor-advised fund that offers a tax-smart way for individuals to donate to their favorite charities. It allows donors to contribute assets, receive an immediate tax deduction, invest their contributions for tax-free growth, and recommend grants to charities over time from one convenient platform.",
  "url": "https://optimly.ai/brand/fidelity-charitable",
  "websiteUrl": "https://fidelitycharitable.org/",
  "logoUrl": "https://logo.clearbit.com/fidelitycharitable.org",
  "baiScore": null,
  "bai_tier_status": "active",
  "bai_score_status": "active",
  "archetype": null,
  "archetype_status": "active",
  "category": "Donor-Advised Fund Providers",
  "categorySlug": null,
  "keyFacts": [],
  "aiReadiness": [],
  "competitors": [],
  "competitorsProse": null,
  "inboundCompetitors": [],
  "aiAlternatives": [],
  "parentBrand": null,
  "subBrands": [],
  "updatedAt": "2026-08-27T17:06:58.791Z",
  "verifiedVitals": {
    "website": "https://fidelitycharitable.org",
    "category": "Charitable giving, Donor-advised fund, Philanthropy",
    "what_it_does": "Fidelity Charitable provides a donor-advised fund called the Giving Account, which is a tax-smart platform for individuals to contribute assets, receive an immediate tax deduction, have their contributions invested for tax-free growth, and then recommend grants to their favorite charities over time.",
    "primary_audience": "Donors, individuals, and families seeking a tax-smart and streamlined approach to charitable giving.",
    "core_product": "Giving Account (a donor-advised fund)",
    "pricing_model": {
      "kind": "subscription",
      "detail": "The annual administrative fee for a Fidelity Charitable Individual Giving Account is generally 0.60% of the assets in the account, or $100, whichever is greater, for accounts up to $500,000, with tiered reductions for larger balances. Additional fees may apply for investment expenses and trading/liquidation fees."
    },
    "parent_ownership": "Fidelity Charitable is a 501(c)(3) public charity that was created by Fidelity Investments. It is governed by an independent Board of Trustees.",
    "named_competitors": [
      "UI Charitable",
      "Schwab Charitable",
      "National Philanthropic Trust",
      "Vanguard Charitable",
      "Charityvest",
      "Daffy",
      "GoFundMe Giving Fund",
      "Greater Horizons",
      "American Endowment Foundation (AEF)",
      "Endaoment",
      "T. Rowe Price Charitable"
    ]
  },
  "intentTags": {
    "problemIntents": [
      "Maximize charitable impact",
      "Seeking immediate tax deductions for donations",
      "Simplifying donations to multiple charities",
      "Managing complex assets for charitable giving (e.g., appreciated stock)",
      "Desire for tax-free growth on charitable contributions",
      "Need for a convenient and flexible charitable giving platform"
    ],
    "solutionIntents": [
      "Donor-advised fund solutions",
      "Tax-efficient charitable giving accounts",
      "Philanthropic investment platforms",
      "Online charitable giving management",
      "Asset monetization for charity",
      "Charitable gift planning"
    ],
    "evaluationIntents": [
      "Compare donor-advised fund providers",
      "Review Fidelity Charitable Giving Account",
      "Understand benefits of donor-advised funds",
      "Assess Fidelity Charitable fees and costs",
      "Is a donor-advised fund right for me?",
      "Find a platform for strategic charitable giving"
    ]
  },
  "businessProfileClaims": [],
  "timestamp": 1787912888780
}