To help ensure your contributions are received and processed by Saturday, December 31 (the IRS deadline for inclusion in your 2011 tax return), please follow the guidelines below.
Contribution Type
- Electronic Funds Transfer
- Check
- Money Wire
- Stock Certificate
- Securities Held at Fidelity(mutual funds, stocks, bonds)
- Mutual Fundsheld at a firm other than Fidelity
- Securities(stocks, bonds) held at a firm other than Fidelity
- Restricted Stock
- Complex AssetsIncludes privately held company stock, certain LLC and limited partnership interests, real estate, and other non-publicly traded assets
Contribute Securities Held at a Firm Other Than Fidelity
Suggested: Start by December 9 to ensure the contribution is received by December 31
Initiate Online
- Log in to your Giving Account and select Contribute from the Select Action dropdown menu.
- Follow the instructions.
- On the Confirmation page, be sure to print out the Letter of Instruction.
- Send the Letter of Instruction to your financial institution.
Use the Contribution Form
- Download the Contribution Form (PDF).
- Type in your information then print and sign the form, or print the form out and write in your information.
- Also complete the attached Letter of Instruction.
- Send the form to your financial institution.
- Send or fax a copy of the form to Fidelity Charitable.
Need Help?
Call 800-952-4438
Monday - Friday 8:30 a.m. to 7:00 p.m. ET
Send to:
Your delivering financial institution.
Be sure to find out if a Medallion Signature Guarantee Stamp is required.
Send or fax a copy of the form:
Fidelity Charitable
P.O. Box 770001
Cincinnati, OH 45277-0053
For overnight delivery:
Fidelity Charitable
100 Crosby Parkway
Mail Zone KC1D-FCS
Covington, KY 41015-9325
Fax: 877-665-4274
A Medallion Signature Guarantee Stamp can be obtained at a Fidelity Investor Center or other financial institution that participates in the Medallion Signature Guarantee Program.
Note: A notarized signature is not a Medallion Signature Guarantee.
