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Set up a Giving Account

Establishing a Fidelity Charitable donor-advised fund is a fast, easy way to get smart about giving to charity.

Set up your donor-advised fund in just 5 minutes.

Here’s what you need:

  • Your social security number
  • A name for your Giving Account, like “The Robinson Family Gift Fund”
  • $5,000 minimum donation, when you're ready
Start the application

Or call us at 1-800-262-6039

Before setting up a Giving Account, read the Fidelity Charitable Policy Guidelines.

Set up a Giving Account for your company

Learn More Download the application

Simplify your giving

Support multiple charities with every tax-deductible donation.

Track and export your complete giving history, even gifts you’ve made outside Fidelity Charitable.

Support charities as a family with just one Account.

Looking to add another Giving Account?

If you’re a primary Account Holder on one Giving Account and want to set up an additional one, please complete a new donor application form.

If you have any questions, call us 1-800-952-4438.

For advisors

Hone your charitable giving expertise and differentiate your practice. Our dedicated teams and national network of experts can help you help your clients make the most of their charitable giving.

Learn more