Fidelity Charitable is a commercial donor advised fund.  Recently, they released their 2018 charitable giving report.  The top 20 charities receiving grants from Fidelity include:

• American Red Cross
• Doctors without Borders
• The Salvation Army
• Planned Parenthood
• Jude Children’s Research Hospital
• Habitat for Humanity
• The United Way
• American Civil Liberties Union
• Southern Poverty Law Center
• The Nature Conservancy
• American Cancer Society
• Pan-Mass Challenge
• Alzheimer’s Association
• US Fund for UNICEF
• American Heart Association
• Church of Jesus Christ of Latter Day Saints
• Oxfam American
• Natural Resources Defense Council
• International Rescue Committee
• Samaritan’s Purse

As CEO of The Signatry, one the phrases we tend to say is “Your signature is your legacy. You sign your name to the causes you believe in.” This list is a good reminder to consider your legacy. How does your giving and the choices you make around it uphold your values? God cares about the small details to the broadest scope.

Two other trends of note:

-Giving to impact investing nonprofits rose to $19.1 million.
Impact investing reflects the idea that a nonprofit can provide social  good while generating financial returns as well.

-Giving of closely held stock and other complex assets continued to rise to a total of $796 million.

These are reminders to consider all the opportunities God has provided for stewardship. More giving solutions are possible with complex assets, and we are moving further away from the traditional giving approaches. If you need help forming a plan, don’t be afraid to dig in, research, and ask questions.

Bill High

Bill is CEO & Founder of Vyne Legacy. He works with families to equip them with tools to build multigenerational legacies, and he teaches givers and financial advisers on transformational biblical generosity. He is the co-author with David Green of Giving It All Away and Getting It All Back Again: The Way of Living Generously.

Published September 21, 2018

Topics: Giving Trends

Charitable GivingGiving Trends