Fidelity Investments Foundation: A Comprehensive Overview

The Fidelity Foundation is a private, non-operating foundation established in 1965 by former Chairman of Fidelity Investments, Edward C. Johnson 3rd, and his father, the founder of the company. The foundation is committed to building capacity in nonprofit organizations, encouraging the highest standards of management and long-term self-reliance. It takes an investment approach to grantmaking, funding organizations where it believes it can add lasting, measurable value. The foundation has distributed over $500 million to qualified nonprofit organizations across the United States and Canada, focusing on fields such as art, culture, and environmental conservation. In 2023, Fidelity launched the Invest in My Education initiative, which provides access to education and support for students from underrepresented and historically underserved communities.

The Fidelity Foundation is a private, non-operating foundation

The Fidelity Foundation is committed to building capacity in nonprofit organisations. The foundation grants are designed to encourage the highest standards of management and long-term self-reliance in these organisations. The grants are approached as investments, not just of financial resources, but also of business skills and experience. The foundation carefully examines each aspect of an organisation's project idea, management team, and financial situation before committing its resources to ensure that a grant can achieve tangible results.

The foundation seeks to leverage its resources by offering challenge grants that encourage nonprofits to seek and secure other funding partners. They also help match grants given by other national foundations. The foundation draws on its own business experience by working with grantees to develop performance measures to determine whether a grant accomplished its intended purpose.

The Fidelity Foundation's grant program reflects Fidelity Investments' commitment to quality and continuous improvement. They look for projects that represent creative and innovative means of advancing an organisation or nonprofit sector. The foundation remains flexible and opportunistic through a competitive selection process.

Grants are designed to encourage the highest standards of management and long-term self-reliance in non-profits

The Fidelity Foundation is a private, non-operating foundation that has been dedicated to strengthening nonprofit organisations for over 50 years. The foundation was established by former Chairman of Fidelity Investments, Edward C. Johnson 3rd, and his father, the founder of the company, in 1965. Since then, it has distributed more than $500 million to qualified nonprofit organisations across the United States and Canada.

The foundation's grant program is designed to encourage the highest standards of management and long-term self-reliance in nonprofits. It takes an investment approach to grantmaking, seeking to support major initiatives that will help nonprofits reach new levels of achievement. The grants are not just financial investments but also involve the sharing of business skills and experience. Each proposal is carefully examined from all angles, including the organisation's project idea, management team, and financial situation, to ensure that the grant can achieve tangible results.

The Fidelity Foundation views its philanthropy as a partnership in capacity-building with the organisations it supports. It seeks to leverage its resources by offering challenge grants that encourage nonprofits to seek other funding partners, as well as matching grants from other national foundations. The foundation also draws on its business experience to help grantees develop performance measures to determine the success of a grant.

The grant program reflects Fidelity Investments' commitment to quality and continuous improvement, with a focus on supporting innovative and creative projects that advance nonprofit organisations. The foundation's selection process is competitive, and it seeks to remain flexible and opportunistic in its funding decisions.

Philanthropy is viewed as an investment of financial resources, business skills and experience

The Fidelity Foundation is a private, non-operating foundation established in 1965 by former Chairman of Fidelity Investments Edward C. Johnson 3rd and his father, the founder of the company. The foundation has distributed over $500 million to qualified nonprofit organisations across the United States and Canada.

The foundation is committed to building capacity in nonprofit organisations, encouraging the highest standards of management and long-term self-reliance. It takes an investment approach to grant-making, seeking to support major initiatives that nonprofits undertake to reach new levels of achievement. The foundation views its philanthropy as an investment of financial resources, business skills, and experience.

When considering a proposal, the fundamentals of investing are applied. Each aspect of an organisation's project idea, management team, and financial situation is carefully examined before committing resources to ensure that a grant can achieve tangible results. The foundation also leverages its resources by offering challenge grants and helping match grants given by other national foundations.

Fidelity's long-standing commitment to education and strengthening financial futures for all is demonstrated through its initiatives such as Invest in My Education (ME), which provides access to education and ongoing support for students from underrepresented populations and historically underserved communities. The program combines scholarships, mentoring, and community grants to improve long-term outcomes and facilitate economic mobility for Black and Latino students.

Fidelity Foundation's grant program reflects Fidelity Investments' commitment to quality and continuous improvement. The foundation seeks projects representing creative and innovative means of advancing nonprofit organisations and remains flexible and opportunistic through a competitive selection process.

Resources are leveraged by offering challenge grants to encourage non-profits to seek other funding partners

The Fidelity Foundation is a private, non-operating foundation that has been strengthening nonprofit organisations for over 50 years. The foundation was established in 1965 by former Chairman of Fidelity Investments, Edward C. Johnson 3rd, and his father, the founder of the company. Since its inception, the foundation has distributed more than $500 million to qualified nonprofit organisations across the United States and Canada.

The Fidelity Foundation grant program was designed to strengthen the long-term effectiveness of nonprofit institutions. The foundation views its philanthropy as an investment of financial resources, as well as business skills and experience. It takes an investment approach to grantmaking, funding organisations where it feels it can add lasting, measurable value.

The foundation seeks to leverage its resources wherever possible. It does this by offering challenge grants that encourage nonprofits to seek and secure other funding partners. The challenge grants are designed to help nonprofits build the organisational capabilities they need to better fulfil their missions and serve their constituencies. The foundation also helps match grants given by other national foundations.

The grants are intended to encourage the highest standards of management and long-term self-reliance in nonprofit organisations. The foundation applies the fundamentals of investing to each proposal, carefully examining each aspect of an organisation's project idea, management team, and financial situation before committing its resources. This ensures that a grant can achieve tangible results.

Fidelity Investments also launched the Invest in My Education (ME) initiative in early 2023. This initiative provides access to education and ongoing support to students from underrepresented populations and historically underserved communities. The program combines student scholarships with ongoing support, including resources to complete degree programs and pathways to post-graduation employment.

The grant program reflects Fidelity Investments' commitment to quality and continuous improvement

The Fidelity Foundation is a private, non-operating foundation established in 1965 by former Chairman of Fidelity Investments, Edward C. Johnson 3rd, and his father, the founder of the company. The foundation has distributed over $500 million to qualified nonprofit organizations in the US and Canada.

The foundation's grant program is designed to strengthen the long-term effectiveness of nonprofit institutions. The program reflects Fidelity Investments' commitment to quality and continuous improvement. The foundation seeks to support projects that represent creative and innovative means of advancing an organization or the nonprofit sector.

The grant program takes an investment approach to grantmaking, funding organizations where the foundation believes it can add lasting, measurable value. The foundation applies the fundamentals of investing by carefully examining each aspect of an organization's project idea, management team, and financial situation before committing resources. This ensures that grants can achieve tangible results.

The Fidelity Foundation also leverages its resources by offering challenge grants that encourage nonprofits to seek and secure other funding partners. The foundation helps match grants given by other national foundations, drawing on its own business experience to develop performance measures that determine the success of a grant.

The grant program's commitment to quality and continuous improvement is further reflected in its focus on building capacity in nonprofit organizations. Foundation grants are designed to encourage the highest standards of management and long-term self-reliance in nonprofits. This aligns with the company's mission to inspire better futures and deliver better outcomes.

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