The Giving Account

Build a Legacy

Passing it on

Whether the goal is to foster a family giving tradition or to continue supporting charities beyond one's lifetime, donors have options to carry on their charitable legacy and maximize income and estate tax advantages.

Successor options

Donors can name individuals (who will become Account Holders themselves), charitable organizations or a combination of both as "successors."

Flexible successor options

Supporting charities for years with the Endowed Giving Program

If donors wish to have an ongoing giving plan take effect after their death, they can recommend that Fidelity Charitable make regular grants once or twice a year, for five years or more, to their favorite charities.

The Endowed Giving Program

Naming Fidelity Charitable in an estate plan

Donors can further their legacy by naming Fidelity Charitable in their will or as a beneficiary of a qualified retirement plan, providing a tax-smart way to keep funds earmarked for charitable giving.

Fidelity Charitable in an estate plan