Vice President, Charitable Planning Consultant
Fidelity Charitablea" is a public charity that has helped donors support over 219,000 nonprofit organizations with more than $25 billion in grants with our donor-advised fund program.
Since coming to Fidelity Charitable, I have been supporting our national team and working with professional advisors on simplifying their clients’ philanthropy and growing their practice. Fidelity Charitable is an independent public charity and the largest sponsor of donor-advised funds in America. Our mission is to grow the American tradition of philanthropy by providing programs that make giving accessible, simple, and effective. Since 1991, Fidelity Charitable has worked with over 300,000 donors and their advisors to grant $73 billion to more than 382,000 non-profit organizations across the United States. Charitable planning is a critical part of any professional advisors practice. Email or call me to discuss how Fidelity Charitable can help bring charitable solutions to your clients and differentiate your firm.
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