Set up a Giving Account for your company

With a Corporate Giving Account, your firm can benefit from charitable giving administration, reduced internal costs, and consolidated reporting.

The Giving Account is a donor-advised fund, a type of charitable giving program that allows individuals and business entities to combine the most favorable tax benefits with the flexibility to support charities at virtually any time.¹

Supporting charities is flexible and easy

Your company can:

• Name its own Giving Account, such as, The ABC Corporation Charitable Fund.
• Support multiple charities from a single contribution.
• Recommend grants to any IRS-qualified public charities online, on the phone, by fax or by mail.
• Customize a grant recommendation for a purpose (for example, "On behalf of").
• Set up recurring grant recommendations (monthly, quarterly, semi-annually, annually).
• Be acknowledged for recommending a grant or have Fidelity Charitable make the grant anonymously.

Multiple investment options to choose from

Donors may recommend an investment approach from among our numerous investment options, which include asset allocation pools and individual investment pools with different investment objectives.

Minimum contributions and grant recommendations

• $25,000² — for initial irrevocable charitable contribution to Fidelity Charitable
• $50 — for grant recommendations

Easy administration, low fees

Fidelity Charitable provides all the paperwork you need, including Giving Account activity confirmations and statements, by mail or online.

The administrative fee has a maximum of 0.6% annually (subject to a minimum Giving Account fee of $500.00, whichever is greater).

Investment pool expenses vary and are based on the operating expenses of the underlying mutual funds.

View investment expense ratios for each pool in the Quarterly Pool Performance >

It’s easy to get started

Download an Organization Giving Account Application (PDF) and follow the instructions.