Our donor-advised fund is a dedicated charitable account that
gives you a simple, flexible and tax-efficient way to support
your favorite charities.
Explore maximizing your philanthropic impact and the tax advantages, including an immediate tax deduction, of giving with a donor-advised fund.
When you donate to your Giving Account, you’re making a tax-deductible donation to us.
But because your account is a donor-advised fund, you advise us on how to grant the money out to your favorite charities.
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
Finding out is simple
Just answer a few questions, like how long you hope to contribute, the amounts, and your risk tolerance.
Our donor-advised fund can simplify your giving, provide significant tax advantages, and help you give more to the causes you care about.
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.
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.
Unlike many smaller charities, Fidelity Charitable accepts a wide range of financial assets, from cash and checks to stocks, bonds and even non-publicly traded assets like real estate.
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.
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.
Or call us at 1-800-262-6039