What are the services that Fidelity Private Foundation Services provides? What must I do?
Fidelity Private Foundation Services offers an easy and flexible way to establish and manage a private foundation that frees you from some of the burdensome aspects of foundation management so you can focus on the most rewarding aspects of grantmaking. The ultimate responsibility for the foundation operations and compliance remains with the foundation and this responsibility may not be disclaimed or deleted. The foundation should always consult with a tax advisor to ensure maximum compliance. To review our full services, please visit Benefits to Donor. In addition, for more information on how to administer a foundation successfully so it meets your personal, financial and charitable goals, please visit Resources & Tools.
