May 27, 2012
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 





