As part of the Think Advisor Luminaries Awards Class of 2025, Fidelity Investments has been recognized in two categories, including Charitable Giving/Philanthropy, Firm Award - Product or Service Innovation.
In this video from this year’s event in New York City, Timothy Cannon, the head of Institutional Relationship Management at Fidelity Charitable, speaks about what the recognition means to his team when it comes to philanthropic efforts, as well as how technology gives advisors better insights into charitable activities for their clients.
Cannon also offers his thoughts on what the next 12 months will bring when it comes to advisors, clients, and how best to address issues of charitable giving and philanthropy.
Click on the video to see the full interview.
Disclosure: 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. Giving Account is a registered service mark of the Trustees of Fidelity Charitable.
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