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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.

Download 2017 Annual Report

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.

We have 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.

How we make a difference

Today, we work with nearly 180,000 donors and have supported more than 235,000 charities1 in every U.S. state, as well as internationally, making more of a difference every day. Two thirds of Fidelity Charitable donors consistently say they give more as a result of having a donor-advised fund2.

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 programs3, over $4.5 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 charity4.

1,3The Giving Report, 2017

2The Giving Report, 2016

4Fidelity 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 2017 grantmaking impact:

$4.94 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.

Open a Giving Account

Or call us at 1-800-262-6039