What you can donate

Fidelity Charitable accepts a wide range of financial assets, from cash and checks to stocks and even non-publicly traded assets like private business interests. Turn your portfolio into a life-changing gift.

Donate appreciated assets

What are the benefits of giving appreciated assets? By donating long-term appreciated securities or other non-publicly traded assets directly to a donor-advised fund, you may potentially:

  • Eliminate capital gains taxes and the Medicare surtax, which combined could be up to 23.8%
  • Maximize your support to your favorite charities
  • Take an income tax deduction in the amount of the full fair-market value1 if you itemize your deductions

Don't see what you are looking for? Call us at 1-800-262-6039.

1For contributions of complex or non-publicly traded assets, generally fair market value is determined by a qualified appraiser in compliance with the IRS.

Donate cash

Donating cash is simple, with several delivery options. When you make a cash donation, you’re generally eligible for a tax deduction of up to 60% of your adjusted gross income. Why is a Giving Account better than writing checks to charity?

  • Check
  • Electronic Funds Transfer
  • Wire transfer
  • Cash position from a brokerage account

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What makes Fidelity Charitable unique?

Unlike most charities, Fidelity Charitable provides a complimentary* service to help you make a charitable contribution of non-publicly traded assets smoothly and efficiently.

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In-house expertise

Our dedicated team of experts has 85 years of combined experience. With this unmatched expertise, we turn contributed assets into proceeds for grant making in record time: 65 days on average from acceptance to liquidity.

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Huge volume of experience

Every year we receive an average of 500 complex asset contributions, each one of them with diligence and leveraging our experts' deep knowledge of IRS rules and regulations.

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Critical thinking, credibility, trustworthiness

As a trusted resource, Fidelity Charitable will work with your financial advisor to think through a variety of scenarios, helping to facilitate your charitable giving plan.

*All Giving Accounts are subject to a standard administrative fee. There is no additional charge for contributions of non-publicly traded assets.

Meet our asset experts

When it comes to donating non-publicly traded assets, trust Fidelity Charitable to guide you from beginning to end.