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Planning for the future

Whether you want to maintain your family’s tradition of giving, or ensure ongoing support for the charities you care about, your Fidelity Charitable Giving Account can carry on your legacy. Not only does it make planning for the future easy, you can also include a bequest to Fidelity Charitable in your will, potentially maximizing estate tax advantages.

Name a successor for your Giving Account

Naming a successor, or successors, is the simplest way to continue the legacy of your Giving Account in your absence. You choose the percentage of your Giving Account to be passed along, and you can change yourelections online at any time.


Many people choose to pass on their Giving Accounts to one or more family members, or other close individuals. These successors become the new Account Holders, able to make donations and recommend investments and grants. In turn, they can name their own successors. This option continues the tradition of giving for generations to come.


As an alternative to naming a family member or friend to manage your Giving Account in your absence, you can designate a charity, or charities, to receive the proceeds of your Giving Account as a lump sum. This option gives you the greatest influence over how your Giving Account balance will be used in the future.

Both Individuals & Charities

A third option is to specify a percentage of your Giving Account to be managed by your family members, with the rest to be granted out to a charity or charities. This option lets you continue a family tradition of giving, but also ensures future support for your favorite charities.


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Consider the Endowed Giving Program

More than simply naming a charity as a successor, the Endowed Giving Program lets you set up recurring grant recommendations to up to six charities for a minimum of five years. This lets your Giving Account remain open to donations from your estate (such as personal property or other assets), which can help offset estate taxes while also ensuring support for the causes you care about.

The Endowed Giving Program at a glance

Minimum balance

$100,000 or more at activiation 1

Sources of funding

  • Giving Account balance
  • Donations from an estate
  • Donations from individuals


Up to six IRS-qualified charites

Frequency and duration of grants

Once or twice a year for five years or more, possibly into perpetuity 1

1 Minimum term for the Endowed Giving Program (“Program”) is five years. Funded and invested appropriately, Giving Accounts could continue in perpetuity. Under the terms of the Program, Fidelity Charitable may expend as much of the Giving Account’s income and principal as the Trustees deem appropriate. If the Giving Account balance drops below $5,000, Fidelity Charitable may distribute the balance, via lump-sum grants, to eligible charities, in the proportion recommended by the Account Holder.

Name Fidelity Charitable in an estate plan

Incorporating Fidelity Charitable into your estate plan is another effective way to perpetuate your legacy of charitable giving.

There are several approaches you can take, and each one offers unique advantages, including helping you reduce or even eliminate the estate-tax burden for your loved ones.

Ready to get started?

Establishing your Giving Account is easy and only takes 5 minutes

All you need is your social security number and, when you're ready, a $5,000 minimum donation.

Set up a Giving Account

Or call us at 1-800-262-6039