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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 established in 1991. We make it easy for donors to leave a lasting impact through philanthropy—in particular, through our donor-advised fund, called the Giving Account.

Donor-advised funds help democratize the giving tools that were once limited to those with the resources to establish and maintain a private foundation. Instead, Fidelity Charitable has streamlined 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, maximizing their generosity. As a result, Fidelity Charitable is the nation’s largest charity by contributions received during a year, in the 2016 Philanthropy 400 ranking, and is a leader in grantmaking—donating more than $3 billion in donor-recommended grants to charity every year.

How we make a difference

Up to


more money for charity1

Our ability to accept long-term appreciated securities and non-publicly traded assets creates additional funds for charity that didn’t originally exist


of Fidelity Charitable donors consistently say they give more as a result of having a donor-advised fund2

$4.5 billion

Amount above and beyond donor contributions available for charitable purposes due to Fidelity Charitable’s investment programs3

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.

2The Giving Report, 2016

3The Giving Report, 2017

Donating more dollars to more charities

Today, we work with nearly 150,000 donors and have supported more than 235,000 charities4 in every U.S. state, as well as internationally, making more of a difference every day.

As part of our mission to grow the American tradition of philanthropy, we also provide resources and programs designed to educate donors and improve the quality of the nonprofit sector. These include research on the state of philanthropy in America and programs and features to advance the sector of philanthropy, as well as practical tools that leverage our technical expertise.

Learn more about how we work with nonprofit organizations.

Review our Giving Report to see key insights into our donor activity. Learn about the robust growth in grantmaking, trends that shape giving, and how Fidelity Charitable donors are impacting the charitable sector.

4The Giving Report, 2017

Fidelity Charitable grants to every state in America

Fidelity Charitable grants to every state in America This map shows how much money Fidelity Charitable has granted to the different states.

Over $25 million

$10 - 25 million

$5 - 10 million

$1 - 5 million

Under $1 million

Fidelity Charitable Trustees’ Initiative

Icon image of holding hands in the shape of heart

In addition to our donor-advised fund program, Fidelity Charitable also works to expand giving and advance the philanthropic sector through the Fidelity Charitable Trustees’ Initiative. A direct grantmaking program that has distributed more than $20 million since inception, the Fidelity Charitable Trustees’ Initiative makes capacity-building grants to nonprofits that support underserved communities to help them better meet their mission. In addition, it supports nonprofits working to provide research, tools, guidance, and forums to increase the knowledge and information for the philanthropic sector as a whole or to aid donors in making smarter decisions about their giving.

Learn more about the Fidelity Charitable Trustees’ Initiative

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

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