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.
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.
Discover Our Insights
Choosing the Best Charitable Giving Approach
Learn about the benefits of six different charitable giving approaches to help maximize the impact of charitable giving.
Converting a Private Foundation to a Donor-Advised Fund
Learn more about the process for private foundations or other charitable entities to convert to a donor-advised fund with this high-level overview.
Maximizing the Benefits of Donor-Advised Funds
In this webcast from Trusts & Estates journal, experts from Fiduciary Trust Charitable and Fiduciary Trust Company discuss innovative ways to use donor-advised funds to advance charitable giving.
Protecting Your Endowment Gift
Learn about the options for mitigating risks associated with long-term endowment gifts.
Minimizing Taxes with Charitable Deduction Bunching
Charitable deduction bunching may allow some donors to accomplish philanthropic goals and potentially increase charitable tax deductions
How to Develop a Charitable Giving Strategy
In this webcast, experts from Fiduciary Trust Charitable and Strategic Philanthropy, Ltd. discuss key steps to consider when creating and implementing a charitable giving strategy.