Danielle Kelly of Fidelity Charitable is a member of XPX Tri-State

Danielle Kelly

Vice President, Charitable Planning Consultant

Fidelity Charitable

New York, New York

Professional Profile

Call Me When

Call Me When... Your client is looking to make a charitable donation in advance of a business exit.

Contact Method



  • Non-profit
  • Professional Certifications

    Functional Expertise

  • Charitable giving
  • Estate planning
  • Philanthropy
  • Business Focus

    Transition Planning Certification

    Client Industries

  • Agriculture/Mining
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Energy/Utilities
  • Financial Services
  • Government
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
  • Client Results


    Tri-State Individual Emerging Professional

    Member Since

    New Member

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX