Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits - and increased charitable impact - of using a donor-advised fund to meet their philanthropic goals.
Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits - and increased charitable impact - of using a donor-advised fund to meet their philanthropic goals.
Foundation Finance Sr. Analyst
Purchase, NY · On-site
$88K - $113K/yr
Donor Advised Fund Reconciliations: Complete quarterly donor advised fund reconciliations by validating activity, reconciling balances, and ensuring accurate reporting and documentation of restricted ...
Foundation Finance Sr. Analyst
Purchase, NY · On-site
$88K - $113K/yr
Donor Advised Fund Reconciliations: Complete quarterly donor advised fund reconciliations by validating activity, reconciling balances, and ensuring accurate reporting and documentation of restricted ...
Foundation Finance Sr. Analyst
Purchase, NY · On-site
$88K - $113K/yr
Donor Advised Fund Reconciliations: Complete quarterly donor advised fund reconciliations by validating activity, reconciling balances, and ensuring accurate reporting and documentation of restricted ...
Foundation Finance Sr. Analyst
Purchase, NY · On-site
$88K - $113K/yr
Donor Advised Fund Reconciliations: Complete quarterly donor advised fund reconciliations by validating activity, reconciling balances, and ensuring accurate reporting and documentation of restricted ...
Senior Director, Emerging Philanthropy
San Francisco, CA · On-site +1
$166K - $184K/yr
... donor advised fund recommendation with a private wealth advisor. The Senior Director will serve as a trusted thought partner to donors-helping them align their philanthropic values and financial ...
Senior Director, Emerging Philanthropy
San Francisco, CA · On-site +1
$166K - $184K/yr
... donor advised fund recommendation with a private wealth advisor. The Senior Director will serve as a trusted thought partner to donors-helping them align their philanthropic values and financial ...
Senior Director, Emerging Philanthropy
San Francisco, CA · On-site
$166K - $184K/yr
... donor advised fund recommendation with a private wealth advisor. The Senior Director will serve as a trusted thought partner to donors-helping them align their philanthropic values and financial ...
Senior Director, Emerging Philanthropy
San Francisco, CA · On-site
$166K - $184K/yr
... donor advised fund recommendation with a private wealth advisor. The Senior Director will serve as a trusted thought partner to donors-helping them align their philanthropic values and financial ...
Client Experience Associate
Roanoke, TX · On-site
$14 - $19.25/hr
Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits - and increased charitable impact - of using a donor-advised fund to meet their philanthropic goals.
Client Experience Associate
Roanoke, TX · On-site
$14 - $19.25/hr
Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits - and increased charitable impact - of using a donor-advised fund to meet their philanthropic goals.
Director, Advisor Relations and Gift Planning
Los Angeles, CA · On-site
$190.07 - $198.70/hr
The Director also provides expertise in planned giving, legacy gifts, complex assets, and donor-advised fund strategies. Key Responsibilities * Build and strengthen relationships with professional ...
Director, Advisor Relations and Gift Planning
Los Angeles, CA · On-site
$190.07 - $198.70/hr
The Director also provides expertise in planned giving, legacy gifts, complex assets, and donor-advised fund strategies. Key Responsibilities * Build and strengthen relationships with professional ...
Manager, Catholic Foundation
Arlington, VA · On-site
$82K - $92K/yr
Manage donor-advised fund grant recommendations from submission through disbursement, ensuring compliance with fund restrictions, Foundation policies, and applicable IRS regulations. * Administer ...
Manager, Catholic Foundation
Arlington, VA · On-site
$82K - $92K/yr
Manage donor-advised fund grant recommendations from submission through disbursement, ensuring compliance with fund restrictions, Foundation policies, and applicable IRS regulations. * Administer ...
Director, Advisor Relations and Gift Planning
Los Angeles, CA · On-site
$190K - $198K/yr
The Director also provides expertise in planned giving, legacy gifts, complex assets, and donor-advised fund strategies. Key Responsibilities * Build and strengthen relationships with professional ...
Quick apply
Director, Advisor Relations and Gift Planning
Los Angeles, CA · On-site
$190K - $198K/yr
The Director also provides expertise in planned giving, legacy gifts, complex assets, and donor-advised fund strategies. Key Responsibilities * Build and strengthen relationships with professional ...
The Team Fidelity Charitable is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the ...
The Team Fidelity Charitable is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the ...
Director of Philanthropy
Chicago, IL · On-site
... donor-advised fund holders, wealth advisors, and prospective legacy donors. Planned Giving and Long-Term Philanthropic Investment • Partner with the Chief External Affairs Officer, Senior Director ...
Director of Philanthropy
Chicago, IL · On-site
... donor-advised fund holders, wealth advisors, and prospective legacy donors. Planned Giving and Long-Term Philanthropic Investment • Partner with the Chief External Affairs Officer, Senior Director ...
Maintain the Weekly Donations Tracking Log, accurately recording all incoming large check, DAF (donor-advised fund), ACH, and other non-online gift activity for reconciliation with Finance and the ...
Quick apply
Maintain the Weekly Donations Tracking Log, accurately recording all incoming large check, DAF (donor-advised fund), ACH, and other non-online gift activity for reconciliation with Finance and the ...
Grants Administrator
Hurley, NY · On-site
Liaise with our donor advised fund to track status of pending and active grants * Communicate with applicants and grantees regarding timelines, documentation, reporting requirements, and grant ...
Grants Administrator
Hurley, NY · On-site
Liaise with our donor advised fund to track status of pending and active grants * Communicate with applicants and grantees regarding timelines, documentation, reporting requirements, and grant ...
The Team Fidelity Charitable is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the ...
The Team Fidelity Charitable is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the ...
Donor Services & Office Assistant
Seattle, WA · On-site
$20 - $25/hr
Maintain the Weekly Donations Tracking Log, accurately recording all incoming large check, DAF (donor-advised fund), ACH, and other non-online gift activity for reconciliation with Finance and the ...
Quick apply
Donor Services & Office Assistant
Seattle, WA · On-site
$20 - $25/hr
Maintain the Weekly Donations Tracking Log, accurately recording all incoming large check, DAF (donor-advised fund), ACH, and other non-online gift activity for reconciliation with Finance and the ...
Director, Architect
Westlake, TX · On-site
FCS offers the Fidelity Charitable Gift FundSM, the nation's largest donor-advised fund.Since 1991, the Gift Fund has introduced tens of thousands of donors to the benefits - and increased charitable ...
Director, Architect
Westlake, TX · On-site
FCS offers the Fidelity Charitable Gift FundSM, the nation's largest donor-advised fund.Since 1991, the Gift Fund has introduced tens of thousands of donors to the benefits - and increased charitable ...
Donor Services & Office Assistant
$20 - $25/hr
Maintain the Weekly Donations Tracking Log, accurately recording all incoming large check, DAF (donor-advised fund), ACH, and other non-online gift activity for reconciliation with Finance and the ...
Donor Services & Office Assistant
$20 - $25/hr
Maintain the Weekly Donations Tracking Log, accurately recording all incoming large check, DAF (donor-advised fund), ACH, and other non-online gift activity for reconciliation with Finance and the ...
Donor Services & Office Assistant
Seattle, WA · On-site
$20 - $25/hr
Maintain the Weekly Donations Tracking Log, accurately recording all incoming large check, DAF (donor-advised fund), ACH, and other non-online gift activity for reconciliation with Finance and the ...
Donor Services & Office Assistant
Seattle, WA · On-site
$20 - $25/hr
Maintain the Weekly Donations Tracking Log, accurately recording all incoming large check, DAF (donor-advised fund), ACH, and other non-online gift activity for reconciliation with Finance and the ...
Director, Architect
Smithfield, RI · On-site
FCS offers the Fidelity Charitable Gift FundSM, the nation's largest donor-advised fund.Since 1991, the Gift Fund has introduced tens of thousands of donors to the benefits - and increased charitable ...
Director, Architect
Smithfield, RI · On-site
FCS offers the Fidelity Charitable Gift FundSM, the nation's largest donor-advised fund.Since 1991, the Gift Fund has introduced tens of thousands of donors to the benefits - and increased charitable ...
Director, Architect
Merrimack, NH · On-site
FCS offers the Fidelity Charitable Gift FundSM, the nation's largest donor-advised fund.Since 1991, the Gift Fund has introduced tens of thousands of donors to the benefits - and increased charitable ...
Director, Architect
Merrimack, NH · On-site
FCS offers the Fidelity Charitable Gift FundSM, the nation's largest donor-advised fund.Since 1991, the Gift Fund has introduced tens of thousands of donors to the benefits - and increased charitable ...
Intern Donor Advised Fund information
What is an intern donor advised fund?
What are the key skills and qualifications needed to thrive as an intern in donor advised fund management, and why are they important?
What types of projects or tasks can an intern in a donor advised fund expect to work on during their internship?
What is the difference between Intern Donor Advised Fund vs Intern Philanthropy Coordinator?
| Aspect | Intern Donor Advised Fund | Intern Philanthropy Coordinator |
|---|---|---|
| Credentials | Typically no formal certifications required | Usually requires related coursework or experience in philanthropy |
| Work Environment | Nonprofit or financial services firms, focusing on fund management | Nonprofits, foundations, or charitable organizations, focusing on program coordination |
| Employer & Industry | Financial institutions, community foundations, or charitable funds | Nonprofit organizations, foundations, or charitable agencies |
| Search & Comparison Intent | Understanding fund management roles in philanthropy | Learning about roles coordinating charitable programs |
The Intern Donor Advised Fund focuses on managing and advising on charitable funds, often within financial or foundation settings. The Intern Philanthropy Coordinator typically involves coordinating charitable programs and events within nonprofit organizations. While both roles support philanthropy, the former emphasizes fund management, and the latter emphasizes program coordination.

Full-time
This job post has expired today. Applications are no longer accepted.
Fidelity Investments rating
8.7
Based on 271 frontline employees who took The Breakroom Quiz
15th of 150 rated financial services
Job description
Manager, Strategic Initiatives
Note: Fidelity is not providing immigration sponsorship for this position
The Role
Looking for your next opportunity to innovate and drive growth? Fidelity Philanthropic Services (FPS) is seeking a highly motivated individual that can use their strong analytical, communication, and problem-solving skills to contribute to strategy, planning, and implementation of new, innovative offerings for FPS.
This individual will contribute to the development of business portfolio strategy across FPS' products and services. Reporting to the Head of Product Portfolio Strategy, you will help deliver on FPS' long-term strategic vision by evaluating customer needs, analyzing market trends, and identifying growth opportunities. Leveraging a passion for strategic thinking, product innovation, and philanthropic giving, you will be part of the team responsible for informing decisions on which offerings to develop, maintain, or retire, maximizing overall portfolio value and competitiveness in the marketplace.
The Expertise & Skills You Bring
- You hold a bachelor's degree
- You have 3-5 years of total work experience; strong preference for prior experience in management consulting or strategy development
- You have strong research and analytical skills, including the ability to synthesize data and primary/secondary research to develop practical, concrete recommendations
- You have a strategy consulting toolkit including critical thinking skills, structured problem-solving, and actionable synthesis to turn data into insights
- You are a measured, focused, and results-driven team player with strong collaboration skills
- You have a tenacious attitude and intellectual curiosity
- You have strong attention to detail and comfort with ambiguity
- You are confident and strive for continuous self-improvement while able to balance multiple priorities and meet deadlines
- You can communicate effectively and influence cross-functional teams through the creation and delivery of analysis and presentations
The Team
The Fidelity Charitable Gift Fund ("Fidelity Charitable") is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits - and increased charitable impact - of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments, through Fidelity Philanthropic Services, provides all of the charitable organization's employees and supports all of its functions: Program Development, Marketing, Service Delivery, Change Management, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.
Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Category:
Business Strategy
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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