Make the deadline to make more of a difference

Don't miss the tax advantages—
use Fidelity Charitable's helpful year-end planning resources.

See how your charitable giving
changes lives

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Give

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Contribute to Fidelity Charitable®

Timing Matters

When you give to Fidelity Charitable, you can do more for your charitable causes—but certain types of assets take longer to contribute.

Don't miss the 2015 contribution year-end deadlines.

Now accepting bitcoin
Dec 20
Contribute bitcoin ›
Expanded Investment Options

We recently launched an Impact Investing Pool, a socially responsible investment, and four actively managed pools to provide you with more flexibility and choice to meet your philanthropic goals.

Learn about our Impact Investing Pool ›

Giving More Than Cash

Take advantage of sizable tax benefits while also increasing the amount you can give, simply by donating the best asset at the right time.

Learn more ›

Grant

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Support the charities you care about

Recommend a Grant at Year-End, or Anytime Throughout the Year

Try Fidelity Charitable's new streamlined grant recommendation process, which allows you to:

Make grant recommendations in just three simple steps.

Recommend up to 100 grants at a time.

Manage your giving on the go with mobile-friendly functionality.

See the demo ›

Boost Your Giving IQ

See how following a few simple steps can help make your giving even more satisfying and effective.

Learn more ›

Charity search

Search GuideStar's database for information on more than 1.8 million nonprofit organizations.

Search now ›

We Are Here to Help

Contribute online

Make a grant recommendation online

By phone:

800-952-4438
Monday through Friday
8:30 a.m.–8:00 p.m. ET.

Most Common Year-End Questions

Most Common Year-End Questions

What types of non-publicly traded assets are accepted?

You can donate the following to fund your Giving Account:

  • Private company stock (S-Corp, C-Corp)
  • LLC and Limited Partnership interests
  • Restricted stock
  • Private equity and hedge fund interests
  • Real estate
  • Pre-IPO shares
  • Certain alternative investments

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

What's the process for contributing non-publicly traded assets?

If you're interested in donating non-publicly traded assets, here's our seven-step guide to success:

  1. We schedule a call to explore your unique situation and discuss your potential donation.
  2. As the donor, you agree to the Fidelity Charitable policies and procedures related to non-publicly traded asset donations by signing the Fidelity Charitable Letter of Understanding.
  3. Fidelity Charitable reviews your proposed donation and completes its due diligence.
  4. If Fidelity Charitable agrees to accept the asset, you make an irrevocable charitable donation by legally transferring the asset.1
  5. Fidelity Charitable sells the contributed asset at its discretion.2
  6. If applicable, Fidelity Charitable will escrow a portion of the gross proceeds for UBIT (actual tax liability), calculate and deduct any costs generated by the donation, and calculate and deduct the Giving Account administrative fee for the period of illiquidity.
  7. Net proceeds are allocated to your Giving Account, and you may begin recommending grants to charities immediately.

As always, we can work with you to guide you through the donation process. Give us a call and we'll be happy to discuss your unique situation.


1 As the donor, you are required to file IRS Form 8283 to claim your charitable income tax deduction. Most contributions of non-publicly traded assets will require that the donor obtain a qualified appraisal for the fair market value of the asset and report this information on IRS Form 8283. Potential donors of non-publicly traded assets should consult with their tax counsel/CPA.

2 If Fidelity Charitable sells the asset within three years from receipt, it reports the amount received in the sale on IRS Form 8282.

Are there any timing considerations?

To be eligible for a yearly tax break, you may need to initiate your donation as early as November. Keep in mind that certain assets take longer to accept and process, which means the timing of your contribution becomes more important as the year-end approaches.

To help meet your charitable goals, we've compiled a list of year-end donation deadlines.

November 13

Control and restricted stock

November 20

Mutual funds held outside Fidelity Investments

December 4

Public securities held outside Fidelity Investments

December 11

Assets held at Fidelity (contributed by mail)

December 28

Wire transfers

December 31

Assets held at Fidelity Investments (contributed by web, fax, or phone), checks, ACHs and physical stock certificates

What are your criteria for accepting a non-publicly traded asset from a donor?

The following considerations shape our process for accepting a non-publicly traded asset:

Due diligence

Before accepting an asset, we perform an in-depth review of all facts and circumstances related to its legal transfer to Fidelity Charitable, the impact of Fidelity Charitable owning the asset, and the liquidation strategy.

Marketability

We must be able to find a purchaser for the asset—someone unrelated to the donor—and must be able to sell the asset for a reasonable price within a reasonable period of time.

Liabilities

We generally don't incur actual or contingent liabilities with respect to an asset. If we incur liabilities, such as UBIT or post-closing cost adjustments, we may escrow a portion of the proceeds received in the sale of the asset to pay for these liabilities.

How do I make the most of my donation?

The following articles and case studies can help you learn how to make your donation pay off:

Success stories

Giving in advance of a business exit/transition

Giving while still operating: corporate redemption

Case studies

Residential real estate (PDF)

Restricted stock (PDF)

C-Corp donation (PDF)

S-Corp donation (PDF)


November 13


Control and restricted stock, complex assets, non-publicly traded assets

Suggested: Start by November 13 to ensure the contribution is received by December 31.

Use the Contribution Form

  1. Download the Contribution Form (PDF), the Donor Letter (PDF), and the 144/145 Questionnaire (PDF).
  2. Type in your information, then print and sign the form, or print out the form and write in your information.
  3. Send the forms to Fidelity Charitable.

Mail:

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


November 20


Contribute mutual funds held outside Fidelity Investments

Suggested: Start by November 20 to ensure the contribution is received by December 31.

Initiate online

  1. Log in to your Giving Account and click the "Fund Your Giving Account" button on the dashboard.
  2. Follow the instructions.
  3. On the confirmation page, be sure to print out the Letter of Instruction.
  4. Send the Letter of Instruction to Fidelity Charitable. Please include a copy of a recent statement from the delivering firm.

Use the contribution form

  1. Download the Contribution Form (PDF).
  2. Type in your information, then print and sign the form, or print out the form and write in your information.
  3. Sign and send the form to Fidelity Charitable. Please include a copy of a recent statement from the delivering firm.

Mail:

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


December 4


Contribute securities held outside Fidelity Investments

Suggested: Start by December 4 to ensure the contribution is received by December 31.

Initiate online

  1. Log in to your Giving Account and click the "Fund Your Giving Account" button on the dashboard.
  2. Follow the instructions.
  3. On the confirmation page, be sure to print out the Letter of Instruction.
  4. Sign and send the Letter of Instruction to Fidelity Charitable. Please include a copy of a recent statement from the delivering firm.

Use the Contribution Form

  1. Download the Contribution Form (PDF).
  2. Type in your information, then print and sign the form, or print out the form and write in your information.
  3. Sign and send the form to Fidelity Charitable. Please include a copy of a recent statement from the delivering firm.

Mail:

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


December 11


Contribute assets held at Fidelity by mail

Deadline: Successfully received before midnight, Eastern time on December 31.

Suggested: December 11, if by mail.

Use the Contribution Form

  1. Download the Contribution Form (PDF).
  2. Type in your information, then print and sign the form, or print out the form and write in your information.
  3. Send the form to Fidelity Charitable.

Mail:

Fidelity Charitable
P.O. Box 770001
Cincinnati, OH 45277-0053

Fax: 877-665-4274

For overnight delivery:

Fidelity Charitable
100 Crosby Parkway
Mail Zone KC1D-FCS
Covington, KY 41015-9325


December 20


Contribute bitcoin

Suggested: Start by December 20 to ensure the contribution is received by December 31.

Call us to initiate bitcoin contributions.

800-952-4438
Monday through Friday
8:30 a.m.–8:00 p.m. ET


December 28


Contribute by wire transfer

Suggested: Start by December 28 to ensure the contribution is received by December 31. (Any wires received before midnight on December 31 will be granted a received date of 2015.)

Initiate online

  1. Log in to your Giving Account and click the "Fund Your Giving Account" button on the dashboard.
  2. Follow the instructions.
  3. On the confirmation page, be sure to print out the Letter of Instruction.
  4. Send the Letter of Instruction to your financial institution.

Use the Contribution Form

  1. Download the Contribution Form (PDF).
  2. Type in your information, then print and sign the form, or print out the form and write in your information.
  3. Send the form to or contact your financial institution.
  4. Send or fax a copy of the form to Fidelity Charitable.

Mail:

Fidelity Charitable
P.O. Box 770001
Cincinnati, OH 45277-0053

Fax: 877-665-4274

For overnight delivery:

Fidelity Charitable
100 Crosby Parkway
Mail Zone KC1D-FCS
Covington, KY 41015-9325


December 31


Contribute assets held at Fidelity Investments by web, fax, or phone

Deadline: Successfully received before midnight Eastern time on December 31.

Initiate online

  1. Log in to your Giving Account and click the "Fund Your Giving Account" button on the dashboard.
  2. Follow the instructions.

Call Fidelity Charitable

  1. Call 800-952-4438.
  2. A Letter of Authorization (PDF) must be on file at Fidelity Charitable to contribute by phone.

Use the Contribution Form

  1. Download the Contribution Form (PDF).
  2. Type in your information, then print and sign the form, or print out the form and write in your information.
  3. Fax the form to Fidelity Charitable.

Call: 800-952-4438

Fax: 877-665-4274


Contribute by check

Deadline: Postmark by December 31.

Initiate online

  1. Log in to your Giving Account and click the "Contribute" button on the dashboard.
  2. Follow the instructions.
  3. On the confirmation page, be sure to print out the Letter of Instruction to send in with your check.
  4. Also be sure to write your Giving Account number on your check.

Use the Contribution Form

  1. Download the Contribution Form (PDF).
  2. Type in your information, then print and sign the form, or print out the form and write in your information.
  3. Be sure to write your Giving Account number on your check.
  4. Send check and form to Fidelity Charitable.

Mail:

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


Contribute via ACH

Deadline: December 31.

ACH transactions must be successfully submitted electronically or by phone.

Call: 800-952-4438


Contribute stock certificates

Deadline: Postmark by December 31.

Initiate online

  1. Log in to your Giving Account and click the "Fund Your Giving Account" button on the dashboard.
  2. Follow the instructions.
  3. On the confirmation page, be sure to print out the Letter of Instruction to send in with your certificates.
  4. Download the Irrevocable Stock or Bond Power Form (PDF).
  5. Type in your information, then print and sign the form, or print out the form and write in your information. Attach the Irrevocable Stock or Bond Power Form to the stock certificates.
  6. Send the certificates, the Irrevocable Stock or Bond Power Form, and the Letter of Instruction to Fidelity Charitable.

Use the Contribution Form

  1. Download the Contribution Form (PDF) and the Irrevocable Stock or Bond Power Form (PDF).
  2. Type in your information, then print and sign the forms, or print out the form and write in your information.
  3. Attach the Irrevocable Stock or Bond Power Form to the stock certificates. Send the certificates, the Irrevocable Stock or Bond Power Form, and the Letter of Instruction to Fidelity Charitable.

Overnight delivery recommended:

Fidelity Charitable
100 Crosby Parkway
Mail Zone KC1D-FCS
Covington, KY 41015-9325

Standard Delivery:

Fidelity Charitable
P.O. Box 770001
Cincinnati, OH 45277-0053