About Fidelity Charitable

Our mission is to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple, and effective.

Who we are

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 $7.3 billion to charities in 2019.

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.


Learn more:

COVID-19 RESPONSE

How Fidelity Charitable is responding to COVID-19

Fidelity Charitable is committed to supporting hard-hit communities affected by the COVID-19 pandemic—both by facilitating philanthropy through our donor-advised fund program and with direct funding through the Fidelity Charitable Trustees’ Initiative.

  • The Fidelity Charitable Trustees’ Initiative is committing at least $1 million to support pandemic response efforts, focusing on medical needs, community safety and nonprofit sector assistance.
  • Fidelity Charitable is continually updating giving guidance that encourages donors to respond and helps the public understand the most effective ways to help those impacted.

How we make a difference

Today, we work with nearly a quarter million donors. Since our founding, we have supported more than 300,000 charities in every U.S. state, as well as internationally, distributing nearly $42 billion in donor-recommended grants. Two thirds of Fidelity Charitable donors consistently say they give more as a result of having a donor-advised fund.1

Learn more about how we work with nonprofit organizations

Supporting grantmaking

We provide resources and programs designed to educate donors and improve the quality of the nonprofit sector.

Additional funds for charity

Due to our investment programs, $10.8 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.

12015 Giving Report

2Fidelity 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.

Fidelity Charitable Trustees’ Initiative

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 2020 grantmaking impact:

$12.7 million

Governance and oversight

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.

Learn more about our board and committees

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.

Or call us at 1-800-262-6039