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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:

  • Social Security numbers for all account holders
  • A name for your Giving Account, like “The Robinson Family Gift Fund”

After it's established, you'll fund your Giving Account with a minimum donation of $5,000.

You are on your way to smarter, more effective giving.

Get started

Or print an 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

Benefits

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.