Understand the many benefits of the Fidelity Charitable Giving Account.

Fidelity Charitable can make it easy to contribute special assets such as S-Corp and private C-Corp stock and certain real estate.

The Program Circular contains important policies, procedures, and benefits associated with donating to Fidelity Charitable and setting up and maintaining a Giving Account.

Your client can establish a Giving Account online and immediately initiate a contribution to Fidelity Charitable.

Or they can print the application. Complete and sign it, then fax or mail it.

Your client can log in to their Giving Account or use this form to make additional contributions to Fidelity Charitable in time for year-end.

Your client must submit this form to authorize you, as their financial advisor, to obtain information or perform transactions on their behalf.

You must register online or submit a form to obtain access to your client's Giving Account.