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 grant recommendation time horizons, the annual amounts you're hoping to contribute to Fidelity Charitable and recommend 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 grant recommendation 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


* Active charitable grantmaking is required for every Giving Account. If no grants are distributed from a Giving Account for one year, Fidelity Charitable will make every effort to contact the Account Holder to encourage grant recommendations from the Giving Account.

After two years in which no grants are distributed from a Giving Account, Fidelity Charitable will make grant from the Giving Account to IRS-qualified public charities approved by the Trustees of Fidelity Charitable.