Your charitable dollars matter more than ever. Make the greatest impact while maximizing tax benefits. Fidelity Charitable can help you do both.
As one of the largest charities in America, Fidelity Charitable makes it easy for donors to leave a lasting impact on the world through philanthropy—and the primary vehicle for reaching that goal is through our donor-advised fund, the Giving Account. It’s a simple, flexible and tax-efficient way to give to support your favorite charities.
Support charities you love, now or over time
You can support virtually any IRS-qualified public charity with money in the donor-advised fund. The public charity sponsoring your account will conduct due diligence to ensure the funds granted out will be used for charitable purposes and the grantee is an IRS-qualified public charity.
THINK BEYOND CASH
Turn your company stock into a life-changing gift
Have you received company shares as part of your compensation package? While equity awards can provide significant income, they can also create unexpected tax consequences once exercised.
Consider leveraging your eligible vested shares for high-impact charitable giving. Compared with selling your appreciated company shares and contributing the after-tax cash proceeds, donating these assets or other long-term appreciated securities directly to charity may help you minimize any capital gains, enabling you to increase your charitable donation and tax deduction. Any vested company shares you plan on donating must meet requisite holding periods in order to realize any tax benefits (generally, one year from the date of vesting or exercise).
Reach your charitable goals
Join more than a quarter million donors who choose Fidelity Charitable to make their giving simple and more effective.