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Contact Us

We are available to answer your questions during business hours, Monday through Friday, 8:30 a.m. - 8:00 p.m. ET.

General Inquiries

For new Giving Account set-up and information
800-262-6039

Donor Services

For existing Giving Accounts

800-952-4438

Private Donor Group

For Private Donor Group members

800-874-7940

US Mail

Fidelity Charitable
P.O. Box 770001
Cincinnati, OH 45277-0053

Advisor Service Inquiries

For professional advisors only

800-262-6935

Media Inquiries

For press and media inquiries only

617-563-5800

Overnight/Express Mail

Fidelity Charitable
100 Crosby Parkway
Mail Zone KC1D-FCS
Covington, KY 41015-9325
Fax  877-665-4274

Resources

Frequently Asked
Questions

Get answers to questions about your Giving Account, making contributions, recommending grants, technical support and more.

For more information go to our FAQ page.

How do I open a Giving Account?

You can open a Giving Account online or complete a Donor Application and submit it along with your contribution to Fidelity Charitable (minimum initial contribution of $5,000 for individual Giving Accounts and $25,000 for corporate Giving Accounts) in cash equivalents, securities, or select real estate. You can get started right now:

Open a Giving Account online, or

Download and complete a Donor Application and fax or mail it to us using the fax number or address on the form.

Contact us for more information or to request a kit.

I've been locked out of my Giving Account. What do I do?

If you enter your password incorrectly three times you will be automatically locked out of your Giving Account. Reset your password.

How do I make grant recommendations once my Giving Account is funded?

There are four options: You can recommend grants online either when logged into your account, on our iPhone app, over the phone with a representative or through a grant recommendation form.

Forms

Below are our top requested forms. Complete these fillable PDF forms and mail in or fax per the form instructions.

Don’t see what you’re looking for? Go to our forms page.

Advisor Resources

Fidelity Charitable has a nationwide network of professionals readily available to help you with charitable giving strategies and the details of our donor-advised fund program.

Locate your nearest Charitable Planning Specialist

Can I actively manage how my clients’ donations are invested?

Our Charitable Investment Advisor Program allows eligible independent investment advisors to actively manage the Fidelity Charitable assets contributed by their clients. With this program, your clients benefit from the simple and effective features of our donor-advised fund program while maintaining your trusted expertise.

Contact us at 800-262-6039 to learn more.

How can I better integrate charitable planning into my practice?

Practice Management, our product agnostic educational and consulting program can help you better serve clients and grow your business.  Resources include tools, case studies, continuing-education credit-approved courses, and consulting.

What are the advantages of donating non-cash contributions?

Donating long-term appreciated securities or non-publicly traded assets can enable your clients to give up to 20% more because capital gains taxes may be minimized.  Your clients may be eligible for a fair market value deduction and potentially give more to charity.

Learn more about donating complex assets.

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