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A smarter
way to give

Our donor-advised fund is a dedicated charitable account that gives you a simple, flexible and tax-efficient way to support your favorite charities.

The Giving Account

Give more. Save more.

Explore maximizing your philanthropic impact and the tax advantages, including an immediate tax deduction, of giving with a donor-advised fund.

Donor-advised funds explained

How it works

Illustration of a hand holding a gift

When you donate to your Giving Account, you’re making a tax-deductible donation to us.

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But because your account is a donor-advised fund, you advise us on how to grant the money out to your favorite charities.

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Your donation is also invested based on your preferences, so it has the potential to grow, tax-free, while you’re deciding which charities to support.

QUIZ

Is a donor-advised fund right for you?

Finding out is simple

Just answer a few questions, like how long you hope to contribute, the amounts, and your risk tolerance.

Benefits for you

Our donor-advised fund can simplify your giving, provide significant tax advantages, and help you give more to the causes you care about.

Support
any charity

You can use your Giving Account to support all the same charities you do today, whether it’s your alma mater or a friend running a marathon for a good cause.

Get one
tax receipt

As soon as you donate to your Fidelity Charitable Giving Account, you'll be eligible for a tax deduction—just like any other charitable donation you make. And no matter how many charities you support throughout the year, you'll only have one tax receipt to keep track of—the one you get from us.

Grow
your donation

While you're deciding which charities to support, your donation will be invested so it has the potential to grow tax-free and generate even more money for the causes you care about.

Ready to get started?

Establishing your Giving Account is easy and only takes 5 minutes.

All you need is your Social Security number and, when you're ready, a $5,000 minimum donation.

Open a Giving Account

Or call us at 1-800-262-6039