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ENDOWMENTS & FOUNDATIONS
Fidelity Philanthropic Consulting
We provide strategic guidance and customized support to help Fidelity's nonprofit clients propel their missions forward.
A differentiated offering for Fidelity's nonprofit clients
What we do
We help nonprofits and foundations define and achieve their goals—from the straightforward to the complex.
Who we are
Our consultant team has worked extensively with philanthropists, Fortune 500 companies, and foundations and nonprofits—bringing well-rounded expertise to Fidelity’s nonprofit clients.
How we can help
We can help with the strategic, operational, administrative, and regulatory and compliance aspects of running a nonprofit, allowing organizations to be more effective and efficient.
Areas of impact
Program support
including grantmaking strategy, nonprofit research, mission refinement, and marketing and communications.
Governance and administration
including board training and support, policy review and creation, and grants administration.
Measurement and reporting
including developing frameworks for collecting data and reporting on results for impact.
Donor development and cultivation
including segmentation and stewardship guidance, materials audit, and program development.
COMMENTARY
Best practices to help build operating resilience at foundations and public charities
Even in the best of times, nonprofit organizations often find it challenging to find the financial, technical, and human resources needed to consistently fulfill their missions. When times are tough or uncertain, these challenges are even more pronounced. So, what steps can private foundations and public charities take to create a strategic plan while also preparing for the unknown?
There are a few best practices that nonprofits might consider.
Meet our team
With over 40 years of combined experience in philanthropy, we are well positioned to bring our guidance, insights, and solutions to better serve your organization.
Maeve Miccio
Head of Philanthropic Consulting
Investment solutions for endowments and foundations
Outsourced CIO
Our outsourced CIO solutions leverage the deep investment capabilities and proprietary research at Fidelity to deliver competitive outcomes for complex investment needs.
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Custom Investment Solutions
Fidelity’s Global Institutional Solutions Team pairs hands-on, outcome-oriented investment management with expansive research to create tailored solutions, including a world-class OCIO platform.
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Strategies by asset class
Our highly skilled and experienced asset management team brings you institutional strategies and custom solutions across asset classes, designed to help you face your most complex investment challenges head on.
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Explore our latest research & insights
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Investing Ideas
Finding, applying for, and winning grant funding: Tips for nonprofits
Help elevate your nonprofit’s funding game and craft compelling narratives.
Investing Ideas
Want to become a nonprofit board member? Here is what to consider as a fiduciary for endowments and foundations
Boards are considered the stewards of the nonprofit institutions they serve.
Investing Ideas
How endowments and foundations can align Investment portfolios with their missions
Listening to clients about their goals and providing the right tools can help bridge the gap between returns and values.
Get in touch
Let's talk about how Fidelity can help you reach your goals.
INSTITUTIONAL SOLUTIONS
Endowments & Foundations
With a deep understanding of the challenges endowments and foundations face in pursuit of near- and long-term goals, we’re committed to helping clients navigate evolving markets to meet their investment objectives and their mission.
Fidelity Philanthropic Consulting is a division of National Charitable Services, LLC, a Fidelity Investments® company.
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