Steven M. Perdigao
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Steven M. Perdigao Email & Phone Number

Sr. Philanthropic Practice Consultant at Fidelity Charitable
Location: Dallas-Fort Worth Metroplex, United States, United States 4 work roles 2 schools
1 work email found @fidelitycharitable.org LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email s****@fidelitycharitable.org
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Current company
Fidelity Charitable
Role
Sr. Philanthropic Practice Consultant
Location
Dallas-Fort Worth Metroplex, United States, United States
Company size
313 employees

Who is Steven M. Perdigao? Overview

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Quick answer

Steven M. Perdigao is listed as Sr. Philanthropic Practice Consultant at Fidelity Charitable, a company with 313 employees, based in Dallas-Fort Worth Metroplex, United States, United States. AeroLeads shows a work email signal at fidelitycharitable.org and a matched LinkedIn profile for Steven M. Perdigao.

Steven M. Perdigao previously worked as Sr. Charitable Planning Associate at Fidelity Charitable and Fundraising Associate at Fidelity Charitable. Steven M. Perdigao holds Bachelor'S Degree, International Business from College Of Charleston.

Company email context

Email format at Fidelity Charitable

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{first_initial}{last}@fidelitycharitable.org
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Profile bio

About Steven M. Perdigao

Since coming to Fidelity Charitable, I have been supporting our national team working with professional advisors on simplifying their clients’ philanthropy and growing their practice. I help lead our Northwest team partnering with professional advisors in Northern California, Washington, Oregon, and Idaho. Fidelity Charitable, an independent public charity, established the country’s first national donor-advised fund program in 1991. We work with donors and advisors to provide guidance and resources for effective charitable planning. Our mission is to further the American tradition of philanthropy by providing programs that make charitable giving simple and effective.Since 1991, Fidelity Charitable has worked with donors and their advisors to grant over $61 billion to more than 357,000 non-profit organizations across the United States.Charitable planning is a critical part of any professional advisor’s practice. Email or call me to discuss how Fidelity Charitable can help bring charitable solutions to your clients and differentiate your firm.

Listed skills include Philanthropy, Business Development, Public Speaking, Leadership, and 26 others.

Current workplace

Steven M. Perdigao's current company

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Fidelity Charitable
Fidelity Charitable
Sr. Philanthropic Practice Consultant
boston, massachusetts, united states
Website
fidelitycharitable.org
Employees
313
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Company profile
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4 roles

Steven M. Perdigao work experience

A career timeline built from the work history available for this profile.

Sr. Philanthropic Practice Consultant

Current
Fidelity Charitable

Dallas, Texas

  • Fundraising consultant leading business development in Northern California & the Pacific Northwest for Fidelity Charitable, the nation’s largest national Donor Advised Fund (DAF) sponsor.
  • Responsible for new client acquisition in the professional advisor market through outbound & inbound phone sales and in person & virtual meetings.
  • Partner with leaders in the legal, tax, wealth advisory, venture capital & private equity communities to provide education on philanthropic strategy… Show more
  • Partner with leaders in the legal, tax, wealth advisory, venture capital & private equity communities to provide education on philanthropic strategy with an emphasis on estate & legacy planning, business succession.
  • Consult with families & their advisory teams on targeting most tax efficient assets to fund their philanthropy. This includes, but not limited to, illiquid or non-traditional asset classes like private business.
Jan 2020 - Present

Sr. Charitable Planning Associate

Fidelity Charitable

Dallas/Fort Worth Area

  • Internal fundraiser for the Fidelity Charitable Donor Advised Fund covering Heartland (Midwest) market.
  • Clients included leaders in the field of law, tax, wealth advisory, as well as prospective donors.
  • Cultivated client relationships primarily through outbound & inbound phone-based sales and virtual meetings & presentations.
Apr 2017 - Jan 2020
Team & coworkers

Colleagues at Fidelity Charitable

Other employees you can reach at fidelitycharitable.org. View company contacts for 313 employees →

LB Lexsis Baxter Lexsis Baxter Colleague at Fidelity Charitable United States, United States View → BR Bernaded R. Bernaded R. Colleague at Fidelity Charitable Dallas-Fort Worth Metroplex, United States View → ER Evan Reass Evan Reass Colleague at Fidelity Charitable Raleigh, North Carolina, United States, United States View → SS Shaun Scott Shaun Scott Colleague at Fidelity Charitable Garland, Texas, United States, United States View → JP Jared Parham Jared Parham Colleague at Fidelity Charitable Dallas-Fort Worth Metroplex, United States View → BT Barbara-Jo Thompson Barbara-Jo Thompson Colleague at Fidelity Charitable Raleigh-Durham-Chapel Hill Area, United States View → ER Emily Ramirez Emily Ramirez Colleague at Fidelity Charitable Keller, Texas, United States, United States View → TC Taylor Chaffin Taylor Chaffin Colleague at Fidelity Charitable Frisco, Texas, United States, United States View → RK Rich Kazazian Rich Kazazian Colleague at Fidelity Charitable Durham, North Carolina, United States, United States View → JW Jill Weiner Jill Weiner Colleague at Fidelity Charitable Durham, North Carolina, United States, United States View →
2 education records

Steven M. Perdigao education

Bachelor'S Degree, International Business

College Of Charleston

Activities and Societies: College of Charleston Hockey

International Business

Universitat Autònoma De Barcelona

Semester Abroad

FAQ

Frequently asked questions about Steven M. Perdigao

Quick answers generated from the profile data available on this page.

What company does Steven M. Perdigao work for?

Steven M. Perdigao works for Fidelity Charitable.

What is Steven M. Perdigao's role at Fidelity Charitable?

Steven M. Perdigao is listed as Sr. Philanthropic Practice Consultant at Fidelity Charitable.

What is Steven M. Perdigao's email address?

AeroLeads has found 1 work email signal at @fidelitycharitable.org for Steven M. Perdigao at Fidelity Charitable.

Where is Steven M. Perdigao based?

Steven M. Perdigao is based in Dallas-Fort Worth Metroplex, United States, United States while working with Fidelity Charitable.

What companies has Steven M. Perdigao worked for?

Steven M. Perdigao has worked for Fidelity Charitable.

Who are Steven M. Perdigao's colleagues at Fidelity Charitable?

Steven M. Perdigao's colleagues at Fidelity Charitable include Lexsis Baxter, Bernaded R., Evan Reass, Shaun Scott, and Jared Parham.

How can I contact Steven M. Perdigao?

You can use AeroLeads to view verified contact signals for Steven M. Perdigao at Fidelity Charitable, including work email, phone, and LinkedIn data when available.

What schools did Steven M. Perdigao attend?

Steven M. Perdigao holds Bachelor'S Degree, International Business from College Of Charleston.

What skills is Steven M. Perdigao known for?

Steven M. Perdigao is listed with skills including Philanthropy, Business Development, Public Speaking, Leadership, Marketing Strategy, Event Planning, Charitable Gift Planning, and Charitable Giving.

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