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Fidelity Philanthropic Consulting | Advisors to guide your philanthropic giving strategy

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Fidelity Philanthropic Consulting | Advisors to guide your philanthropic giving strategy

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Fidelity Philanthropic Consulting

We help individuals, families, and institutions make a meaningful difference through philanthropy. We can help develop or refresh your giving strategy, assess nonprofit organizations, and evaluate the impact of the charitable work you're doing.

Not sure how to take the first step?

Create impact

We understand that your personal experiences inform the causes you care about and your vision for a better world. We collaborate with you to develop a customized giving strategy that brings your vision to life.

Our team will work with you to help you understand which approaches and partnerships are having the greatest impact, and how to identify and evaluate organizations that align with your values and philanthropic interests.

Involve family members, employees, board members, and others in your circle in a way that creates sustained impact through meaningful and structured collaboration.

Guidance from a dedicated team

Working with your philanthropic consultant

We start by getting to know you and what you're trying to accomplish through your philanthropy.
Once we understand your passions and your desired impact, we draw on our vast resources to support you on every step of your philanthropic journey.
We'll help you define what success looks like then help you develop clear metrics to help you measure the impact of your giving.
We'll work with the financial professionals in your life—like your financial advisor or accountant—to help ensure your philanthropic plan fits your financial situation.

Meet our philanthropic consultants

Maeve Miccio
Vice President, Head of Philanthropic Consulting
919-458-9923
maeve.miccio@fmr.com
Read bio

Jennifer Bahus
Vice President
919-458-4856
jennifer.bahus@fmr.com
Read bio

Elizabeth Harnisch
Director
817-474-6551
elizabeth.harnisch@fmr.com

Read bio

Philanthropic consultants are individuals or teams that work with individuals, families, companies, or other entities to navigate the how, what, and why of giving and to improve charitable outcomes. Philanthropic consultants can help donors develop strategies for short- and long-term giving, research and evaluate organizations for support, help measure the impact of gifts, and much more.

In the first meeting, your philanthropic consultants will get to know you, the causes you are passionate about, and the impact you hope to make through your philanthropy. The consultant will also share details about what to expect from a philanthropic consulting engagement. If you decide the Fidelity Philanthropic Consulting team is the right fit to help you achieve your objectives, you will receive a detailed proposal that outlines the project scope, expected deliverables, timelines, and fees.

Working with a philanthropic consultant

See how you can work with our consultants to fund the causes that matter to you and your family.

Giving Road Map (PDF)

We've worked extensively with private philanthropists, for foundations and nonprofits and at institutions like Fidelity Charitable. We leverage our experience on your behalf.

Our team can work with your trusted advisors with an eye toward connecting your philanthropy to your overall financial goals and plans.

The Fidelity Philanthropic Consulting team works with you one-on-one and coordinates a vast array of resources to ensure you get robust yet personalized support.

Let's talk about bringing your vision to life.

Start a conversation