pool selector tool



 Pool Selector

This quick survey will assist you in selecting an Asset Allocation investment pool for your Giving Account. The questions cover your contribution and granting time horizons, the annual amounts you're hoping to contribute to Fidelity Charitable and grant to charities, and your investment risk tolerance for your Giving Account.
What does this mean?
     Dollar Amount:
First, how much do you anticipate your initial contribution to Fidelity Charitable will be?    $

Time Horizon

Donors' contribution and granting time horizons are important factors in determining which Asset Allocation pool
may be best suited for their Giving Account.

For how many years do you hope to make contributions to Fidelity Charitable?
One time 1 to 5 years 5 to 10 years More than 10 years
 
For how many years do you hope to support charities from your Giving Account?
One time 1 to 5 years 5 to 10 years More than 10 years
 
How much do you hope to contribute each year, as a percentage of your initial contribution?
                                Dollar Amount:
           $
0% 100% or more
 
How much do you hope will be granted to charities each year from your Giving Account,
as a percentage of your initial contribution?
                                Dollar Amount:
           $
0% 100% or more
 
When do you hope to begin supporting charities from your Giving Account?
Very soon Within 1 year 2 years 3 years 4 years 5 years
 
Risk Tolerance

Generally among asset classes stocks are more volatile than bonds or short-term instruments. It's important to
understand the extent to which you are comfortable with volatility in your Giving Account in exchange for the
possibility of a higher return. Select the number below that best corresponds to the level of tolerance for risk and
volatility in your Giving Account.

On a scale from 1 to 10, how do you feel about investment risk as it relates to your charitable goals?
 
1  
  10
Prefer lower risk
  investments
Comfortable with
mostly lower risk
Prefer moderate
risk investments
       Somewhat
comfortable with risk
Comfortable with
     higher risk