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Giving Account
The Giving Account is a donor-advised fund that helps you simplify
your charitable contributions and maximize your giving.
tree
Give
give

Start making more of a difference.
Establish your Giving Account with
an irrevocable contribution to
Fidelity Charitable.

Learn More
Grow
grow

Advise how to allocate your
contributions among various
investment options. This may enable you to more generously support your favorite causes.

Learn More
Grant
grant

Recommend grants from your Giving
Account to the charities you support.
We’ll take care of the rest.

Learn More
Give
give

Start making more of a difference.
Establish your Giving Account with
an irrevocable contribution to
Fidelity Charitable.

Why Set Up a Giving Account?
goals
impact
benefits
ACHIEVE YOUR GOALS

Fidelity Charitable offers a flexible, customized approach to help you achieve your philanthropic goals. You choose the most effective asset to contribute — building your Giving Account your way, and potentially enabling you to give more to your favorite causes.

Fidelity Charitable offers a flexible, customized approach to help you achieve your philanthropic goals. You choose the most effective asset to contribute — building your Giving Account your way, and potentially enabling you to give more to your favorite causes.

  • There are no minimum or maximum contribution requirements after your initial contribution.*
  • By organizing your philanthropy with a Giving Account, a ready reserve is available to help you to plan ahead and prepare for the unexpected.
  • It’s easy to set up a Giving Account online or on the phone, and we make it easy for you to contribute cash, securities and other assets.
  • Our dedicated service team is here to support you during hours that are convenient for you.
*$5,000 minimum initial contribution required
MAKE A GREATER IMPACT

For over 20 years our donors have contributed a wide range of assets to Fidelity Charitable. Our experts can help you identify and contribute the right asset at the right time to support your philanthropic strategy — and potentially turn your capital gains into charitable gains.

For over 20 years our donors have contributed a wide range of assets to Fidelity Charitable. Our experts can help you identify and contribute the right asset at the right time to support your philanthropic strategy — and potentially turn your capital gains into charitable gains.

  • You can contribute many different assets to Fidelity Charitable including: cash equivalents, long-term appreciated securities (such as public stocks, mutual funds and bonds) and certain non-publicly traded assets.
  • With the help of our dedicated team, our donors have contributed non-publicly traded assets such as: private C- and S-corp shares, partnerships, oil and gas interests, real estate and land.
  • Contributing non-publicly traded assets to Fidelity Charitable for your Giving Account allows you to recommend grants to multiple charities and can alleviate the administrative burden for the receiving organization.
LEVERAGE TAX BENEFITS

Contributions to Fidelity Charitable are generally eligible for an immediate tax deduction at full fair market value.

Contributions to Fidelity Charitable are generally eligible for an immediate tax deduction at full fair market value.

  • Take a full fair market value deduction when you contribute long-term appreciated securities to Fidelity Charitable.
  • Contributing to Fidelity Charitable may mean that you receive a larger tax deduction than the same contribution to a private foundation.
  • Potentially eliminate capital gains by contributing long-term, appreciated securities to Fidelity Charitable — which means that you pay less in taxes and give more to charity.
  • Because Fidelity Charitable is a public charity, any investment growth in your Giving Account is tax-free — allowing the full value of any gains to be passed along to your favorite causes.
Grow
grow

Advise how to allocate your contributions among various investment options. This
may enable you to more generously support your favorite causes.

How Does My Account Grow?
create
involve
establish
RECOMMEND INVESTMENT ALLOCATION

Advise our team how to allocate your Giving Account among several investment options or "pools", featuring tax-free growth. Create a strategy that’s right for you based on your philanthropic goals, assets and risk tolerance for your Giving Account.

Advise our team how to allocate your Giving Account among several investment options or "pools", featuring tax-free growth. Create a strategy that’s right for you based on your philanthropic goals, assets and risk tolerance for your Giving Account.

  • Asset Allocation Pools These seven actively managed pools invest in funds with a diverse mix of stocks, bonds and short-term securities.
  • Single Asset Class Pools These seven pools invest in funds whose managers specialize in a single asset class. We have four stock pools, two bond pools, and a money market pool.
  • Charitable Legacy Pool A globally diversified portfolio of mutual funds and other investments, this pool is intended to preserve principal while yielding return.*
* A minimum allocation of $50,000 is required.
INVOLVE YOUR ADVISOR

Through our Charitable Investment Advisor Program, you can nominate an independent investment advisor to manage your Giving Account’s assets. You can then integrate your Giving Account’s investment management with your broader financial strategy, aligning your financial and philanthropic goals.

Through our Charitable Investment Advisor Program, you can nominate an independent investment advisor to manage your Giving Account’s assets. You can then integrate your Giving Account’s investment management with your broader financial strategy, aligning your financial and philanthropic goals.

  • For donors with a minimum Giving Account balance of $250,000, the Charitable Investment Advisor Program allows a financial advisor to actively manage the charitable assets in your Giving Account.*
  • Our flexible account architecture enables eligible investment advisors to custody Fidelity Charitable assets on their own platform.**
  • Your advisor can offer customized investment management to help you achieve your charitable goals.
*Your independent investment advisor must be approved by the Fidelity Charitable Trustees **Subject to Program qualification requirements.
ESTABLISH YOUR LEGACY

Whether your goal is to foster a tradition of family philanthropy or to continue supporting your favorite charities beyond your lifetime, a Giving Account provides flexible options for your philanthropic legacy.

Whether your goal is to foster a tradition of family philanthropy or to continue supporting your favorite charities beyond your lifetime, a Giving Account provides flexible options for your philanthropic legacy.

  • Involving the next generation by creating a 'family' Giving Account can encourage conversations across generations about shared giving goals, causes to support and how to have a lasting impact.
  • The Charitable Legacy Pool enables you to support the causes you care about now and in the future. The pool’s objective is to preserve principal while providing an annual return above inflation.
  • Flexible successor options allow you to name individuals and/or qualified charities as your Giving Account successors so that you can support your favorite causes after your lifetime.
  • Through the Endowed Giving Program, Fidelity Charitable can make regular grants to your favorite charities after your lifetime.
Grant
grant

Recommend grants from your Giving
Account to the charities you support.
We’ll take care of the rest.

How Do I Make More of a Difference?
simplify
build
give
SIMPLIFY YOUR GIVING

Our online resources, dedicated service team and commitment to innovation mean we keep your giving organized so that you can spend more time on the things that matter, like researching and supporting your favorite causes.

Our online resources, dedicated service team and commitment to innovation mean we keep your giving organized so that you can spend more time on the things that matter, like researching and supporting your favorite causes.

  • Easily recommend recurring and future grants with a few clicks or a quick call.
  • Online and iPhone® access to your Giving Account make it easy to recommend grants and view your activity anywhere, anytime.
  • We organize your giving — so you don’t have to. With automatic contribution and grant confirmations and quarterly and annual statements, you are always up to date on your Giving Account activity.
BUILD YOUR PHILANTHROPIC STRATEGY

We offer ideas and educational resources from a variety of sources to help guide you as you develop your personal philanthropic strategy.

We offer ideas and educational resources from a variety of sources to help guide you as you develop your personal philanthropic strategy.

  • We make it easy to find your favorite charities or research new ones. Our online tools help you find information on hundreds of thousands of charities.
  • Our online philanthropic resources including articles, case studies, webinars and white papers help inform your near and long-term philanthropic strategy.
  • Special online content can help guide you through important considerations when supporting relief for unplanned events such as natural and other disasters.
  • Interactive tools can help you determine the most impactful contributions to support your philanthropic strategy.
GIVE WITH CONFIDENCE

Fidelity Charitable makes giving easy and secure. Our service team has experience with thousands of charities. You recommend a grant and we do the rest.

Fidelity Charitable makes giving easy and secure. Our service team has experience with thousands of charities. You recommend a grant and we do the rest.

  • Easily recommend grants to any qualified charity online or on the phone.
  • Our dedicated grant research team reviews grants to help ensure that they are used for charitable purposes.
  • Once approved, the grants are sent directly to your favorite charities.
  • Easily access your complete grant history; always know the status of past, present and future grants.