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Financial Planning > Charitable Giving

Fidelity Charitable Announces New Advisor Platform

By Marlene Y. Satter

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Fidelity Charitable announced Thursday that its new online platform for financial advisors, GivingCentral, was live with a dedicated advisor service team to assist advisors in carrying out client giving wishes for Fidelity Charitable’s donor-advised fund.

GivingCentral allows advisors to to set up and manage Giving Accounts, and make contributions to Fidelity Charitable on behalf of their clients, all online. The dedicated advisor service team provides advisors with a single point of contact for all questions related to their clients’ Giving Accounts. As an added serviceenhancement, Fidelity Charitable also offers advisors firmwide access to clients’ Giving Accounts, allowing advisory firms to provide more seamless service to their clients.

Other functions offered by GivingCentral include both individual and aggregate Giving Account views, exportable reporting of client Giving Account balances, grant history, investments and charitable contributions, all of which allow advisors to more easily manage client Giving Accounts.

Sarah Libbey, president of Fidelity Charitable, said in a statement, “Fidelity Charitable is focused on making it easy for advisors to help donors achieve their charitable goals. By providing advisors with the best technology and a dedicated service team that specializes in meeting their needs, we can help them add greater value to the charitable conversation with donors.”

GivingCentral will also provide an integrated online experience for RIAs who work with Fidelity Institutional Wealth Services. Beginning in mid-December, advisors will have the ease of a single sign-on feature from WealthCentral, Fidelity’s platform for RIAs, allowing them to manage their clients’ brokerage accounts and Giving Accounts in one place.

Mike Durbin, president of Fidelity Institutional Wealth Services, said in a statement, “Charitable giving is best maximized when integrated with a donor’s overall financial plans. The connection between WealthCentral and GivingCentral provides a powerful tool for our advisor clients, making it easier for them to manage investor accounts and to offer strategic recommendations around charitable giving.”

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