Overview for
Professionals
Donor-advised funds' role in charitable giving has grown dramatically over the past decade, making it an important vehicle for attorneys, accountants, philanthropic consultants, and other professionals to discuss with their clients. Fiduciary Trust Charitable is an independent, public charity that offers flexible, advisor-managed donor-advised funds to help donors achieve their philanthropic goals. Our team has extensive experience partnering with a range of professionals in serving clients, and we welcome the opportunity to help you serve your clients' philanthropic needs.
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We work with a range of donors from individuals and families, family offices, private foundations, public charities, and religious organizations. There are four areas that distinguish our donor-advised fund program:
​Integrated Personal Service
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Dedicated, experienced advisor
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Service integrated with other accounts
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Simple grant request process
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Online and mobile account access
​Expertise
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Administrative services provider with $20B+ in assets under supervision
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Charitable advice integrated with wealth planning
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Conversions to donor-advised funds
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Giving strategy and measurement through our philanthropic consulting partners
​Flexibility and Innovation
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Tailored investment approach with a broad universe of options
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Acceptance of a variety of illiquid assets
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International grant capability
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Custom DAF features available
Sustainable Practices​
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Sustainable investment options
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Low carbon impact initiatives
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“Positive Philanthropy Pledge”
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Independent board and auditors
To discuss your clients' charitable giving needs and learn more about Fiduciary Trust Charitable, please contact Todd Eckler at 617-292-6766 or teckler@fiduciary-trust.com.