Options that Benefit You
Fidelity Charitable can help convert many types of assets to cash
If a donor has assets your organization is not able to efficiently convert into the cash you need, the donor can contribute the assets to Fidelity Charitable and use the proceeds to recommend grants, to your and other organizations.
Beyond cash, we accept donations of long-term appreciated securities, including mutual funds and stock, as well as non-publicly traded assets, such as private company stock and real estate on a case-by-case basis.
We convert these assets to cash, which is then available for grant recommendations.
You do not need to issue a tax receipt to the donor
When your organization receives a grant from Fidelity Charitable, you do not need to issue a tax receipt for the donor who recommended the grant, because they already received a tax receipt when they made their tax-deductible contribution to Fidelity Charitable — which reduces paperwork for you.
Become a charitable beneficiary
Fidelity Charitable Account Holders can recommend specific charities to receive the Giving Account balance after their lifetime. They can also set up staged giving through our Endowed Giving Program, where recommended organizations like yours can receive grants from the Giving Account at regular intervals.
Get your Grant Dollars Faster
Sign up for Electronic Funds Transfer
With EFT, you can expect:
- Faster Access to your Funds
- Increased Security
- Increased Efficiency
- Environmental Benefits
- Access to Grant Details
The DAF Direct Widget – A tool that enables your donors to recommend grants from their donor-advised fund directly on your website.
Make sure your data is up-to-date in: