• June 19, 2013

Inside the Big Donor-Advised Funds

Fidelity Charitable Gift Fund

Rank: 1 | Commercial Fund | Web site | Next

 

Assets and Giving in 2011

Total assets of all donor-advised funds at the organization: $5.57-billion (+28.6% change from 2010)

Total amount donors contributed to their funds: $1.74-billion (+31.3%)

Total sum donors channeled to charity from their funds: $1.25-billion (+13.2%)

Number of funds: 52,494 (+0.1%)

About the Organization’s Funds

Average amount in each fund: $106,072 (+28.5%)

Minimum amount a donor must supply to open a fund: $5,000

Minimum a donor must give each time he or she adds to the fund: No minimum

Fees: $100 Minimum; 0.60% on the first $500,000 of assets; 0.30% on the next $500,000; 0.20% on the next $1,500,000.

Contributions to Charities

Accepts grant applications: No

Grant recipients, a sampling:

  • Humane Society of Sarasota County, Sarasota, Fla. -- $500
  • Institute of Contemporary Art, Boston -- $200,000
  • Lance Armstrong Foundation, Albert Lea, Minn. -- $150
  • University of California at Davis Foundation -- $2.5-million
  • South Shore YMCA, Quincy, Mass. -- $1-million

To see a full list of all contributions: Download the fund's full listing of grants.

Get more information about this fund’s past performance Premium Link

Other Organizations in the Top 10

  • 1255 Twenty-Third St, N.W.
  • Washington, D.C. 20037
subscribe today

Raise more money and increase awareness with trusted insight.