Fidelity Charitable

Your Giving Account®, optimized for impact

Ready to maximize the power of your donor-advised fund?

CapShift and Fidelity Charitable® have collaborated to bring impact solutions to eligible Fidelity Charitable® donors. We can help you align your grant recommendation strategy with your values to create meaningful impact from the moment capital is donated until it reaches your recommended nonprofit.

Donors can recommend recoverable grants from their Giving Account®, that align with their philanthropic interests. Fidelity Charitable® donors enrolled in its Charitable Investment Advisor Program (“CIAP”) may also browse a curated list of custom impact opportunities or recommend their own investment interests aligned with their philanthropic priorities for their Giving Account.

View the CIAP overview here and begin creating impact with your charitable capital today by clicking “Download forms to get started”.

Custom opportunities aligned with your philanthropic vision

A sampling

Community Solar Fund (Recoverable grant)

Impact Sector: Energy

Help accelerate the clean energy revolution across the United States and ensure its benefits reach underserved communities. This organization supports community solar companies working to provide solar energy to the hardest to reach, least resourced communities across the U.S.

Social Capital Fund (Recoverable grant)

Impact Sector: Microfinance

Amplify access to financial services for women and families in rural communities. This impact-first fund provides economic empowerment using a pioneering guarantee model to support job creation and sustainable livelihoods in emerging markets.

Real Estate Investment Fund (Private investment)

Impact Sector: Housing

Create and preserve affordable housing with an additional emphasis on environmental and social impact. This real estate impact strategy invests in affordable housing programs throughout the United States with opportunities for environmental investments and social impact.

Broad Social Impact Fund (Private investment)

Impact Sector: Broad Impact

Unlock the potential of innovators and entrepreneurs who are creating new approaches to solving seemingly intractable problems. This fund looks to drive impact by providing capital across four core sectors – health care, education, financial services, and energy.

Investment names have been redacted. You can discover the full list of impact opportunities by requesting access to the CapShift Platform.

Start creating impact today

To begin exploring impact investment options and recoverable grant recommendations from your Giving Account, request complimentary access to the CapShift platform by contacting Scott Nance, Vice President, Impact Investing at Fidelity Charitable at scott.nance@fmr.com or 919-322-7916.

Ready to recommend a recoverable grant?

After receiving your CapShift login, browse the pre-approved opportunities, make a recommendation, or recommend your own opportunities directly from the platform.

How about a private investment?

To invest in either a pre-approved opportunity available via the platform or recommend your own custom private opportunity, Private Client Group donors will need to work with an eligible Charitable Investment Advisor Program (CIAP) advisor. To learn more about this program, click here.

Donor recommendations for Giving Account investments, including custom opportunities not listed on the menu, are subject to review and approval by Fidelity Charitable. Investment fees are dependent on the type and size of the investment and will be disclosed prior to your investment recommendation. Fidelity Charitable will not share any of your information with CapShift without your explicit permission. If a CIAP advisor is retained, your advisor will charge fees to Fidelity Charitable, which will be assessed to your Giving Account. To review CapShift’s Privacy Policy, click here.

Fidelity Charitable is an independent public charity that has helped donors support more than 357,000 nonprofit organizations with over $61 billion in grants. Established in 1991, Fidelity Charitable launched the first national donor-advised fund program. The mission of the organization is to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple, and effective.

Fidelity Charitable is the brand name for the 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. 1045661.1.0

CapShift empowers philanthropic and financial institutions, along with their clients, to activate capital to drive social and environmental change. We partner with organizations like Fidelity Charitable to provide impact investments which enable donors to create meaningful impact from the moment capital is donated until it reaches their preferred nonprofit.

You can reach us at hello@capshift.com.