GUIDELINES

The Fidelity Foundation considers Letters of Inquiry from organizations with current IRS 501(c)(3) public charity status only and directs its funding in line with the following restrictions and focus.

Restrictions

Grants are not made to
start-up, sectarian or civic organizations; public
school systems; disease-specific associations; or individuals.
Grants are not made for operating support, sponsorships, galas or benefits, scholarships,
corporate memberships, or
video and film projects.

Fidelity Cares, Fidelity Investments' corporate citizenship program, may be a resource for initiatives that do not meet the Foundation's guidelines:

Sponsorships
Volunteers
Community initiatives

Please visit the Fidelity Cares Web site for more information.

Organization and Project-Size Focus

Grants are generally made only to organizations with operating budgets of $500,000 or more.
Grants are made to fund only significant, transformative projects usually budgeted at $50,000 or more.

Geographic Focus

The Fidelity Foundation considers projects from organizations of regional or national importance throughout the United States. High-impact projects with potential to inform or influence the nonprofit sector are of particular interest. Click Contacts for instructions on where to send Letter of Inquiry.

Sector Focus

The Foundation's primary philanthropic investments are allocated to the following sectors:

Arts and culture
Community development and social services

Secondarily, grants are considered in the following fields:

Health
Education*

*The majority of our education funding is employee-driven through Fidelity Investments' Matching Gifts to Education program: The Foundation matches charitable contributions made by eligible full-time Fidelity employees to qualified educational institutions. Since the program began in 1987, the Foundation has matched more than 35,000 gifts with more than $24.5 million.