Our mission is to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple, and effective.
Fidelity Charitable is a 501(c)(3) public charity. We help donors maximize their generosity through our donor-advised fund, called the Giving Account. Established in 1991, we are the nation’s top grantmaker, distributing $11.2 billion to charities in 2022.
The Giving Account streamlines the process of strategic giving for a broad range of donors, allowing them to contribute many types of assets and plan their giving more systematically.
Today, we work with more than 300,000 donors. Since our founding, we have supported 382,000 charities in every U.S. state, as well as internationally, distributing nearly $73 billion in donor-recommended grants.
We provide resources and programs designed to educate donors and support the nonprofit sector.
Additional funds for charity
Due to our investment programs, $15 billion has been generated, above and beyond donor contributions, for charitable purposes.
More effective giving
Our ability to accept non-cash assets like long-term appreciated securities and non-publicly traded assets allowed our donors to contribute up to 20% more money for charity.1
1Fidelity Charitable is a 501(c)(3) public charity, exempt from paying capital gains taxes on long-term appreciated securities and certain non-publicly traded assets. This calculation assumes all realized gains are subject to the maximum federal long-term capital gains tax rate of 20% and the Medicare surtax of 3.8%, and that the donor originally planned to sell the stock and contribute the net proceeds (less the capital gains tax and Medicare surtax) to charity.
The Fidelity Charitable Trustees’ Initiative is a direct grantmaking program, separate from the Fidelity Charitable donor-advised fund, whose mission is to expand giving and advance the nonprofit and philanthropic sectors.
Total 2022 grantmaking impact:
Fidelity Charitable is governed by an independent Board of Trustees, which oversees all aspects of our operations. Our Board of Trustees is a group of dedicated professionals from across the nation who lend their deep expertise to our mission of growing philanthropy.
How Fidelity Charitable can help
Since 1991, we have been a leader in charitable planning and giving solutions, helping donors like you support their favorite charities in smart ways.
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