Philanthropy Services
Helping you ignite positive change and establish an enduring legacy.
What Makes Our Program Distinctive
Combining Philanthropic Passions with Financial Acumen
With extensive expertise supporting donors through a variety of giving vehicles, Fiduciary is here to partner with you to determine the best philanthropic solution.
We take the time to understand your philanthropic goals and incorporate your charitable giving into other wealth planning goals such as retirement income, generational wealth transfer, and opportunities to minimize taxes.
For donors who value flexibility, service and expertise..
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Thoughtful Planning and Engagement
Charitable advice integrated with wealth and tax planning. Your charitable giving strategy is backed by an experienced philanthropic team and access to our network of specialists.
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A Variety of Giving Vehicles
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Commitment to Sustainability, Equity and Community
Fiduciary employees serve on over 50+ nonprofit boards and committees, and was named a Top Charitable Contributor by Boston Business Journal.
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Offerings for Endowments and Foundations
Enterprise Review Process
Investment Policy Statement development
Institutional investment management
Board education
Custody Services
Our Donor-Advised Fund Progam
We help donors fulfill their charitable goals through customized services backed by deep expertise. Learn about thedistinctive approach in our donor-advised fund program with Fiduciary Trust Charitable.
Awards & Recognition
Best Philanthropic Offering Award
A Top Charitable Contributor in MA
ESG and Sustainability Award
Best Wealth Manager Over $5B – Client Service Award
Best Trustee / Fiduciary Services Award
Best Wealth Manager – Performance Award Finalist
Best Custodian Award
A Best Financial Advisor
We are honored to be the recipient of more than 40 industry awards over the past five years.
Philanthropy Team
Discover Our Insights
Choosing the Best Charitable Giving Approach
Converting a Private Foundation to a Donor-Advised Fund
Maximizing the Benefits of Donor-Advised Funds
Protecting Your Endowment Gift
Minimizing Taxes with Charitable Deduction Bunching
