The Evergreen Valley Grant Foundation oversees strategic asset allocation and philanthropic capital deployment. We focus on directing capital to high-leverage 501(c)(3) organizations while managing the underlying portfolio for long-term, tax-efficient compounding.
The Evergreen Valley Grant Foundation is a donor-advised fund. Contributions are administered and legally owned by Fidelity Charitable®, an IRS-qualified 501(c)(3) public charity. All grant recommendations are subject to the review and approval of Fidelity Charitable.