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Open a Giving Account
A simple, tax-smart way to support the causes you care about—with no minimum to open.
Three simple steps
Opening a Giving Account takes about 5 minutes, with no minimum contribution required.
Step 1
Provide your information
Enter the personal information needed to open your Giving Account. If you already have a Fidelity login, some fields may be pre-filled.
Step 2
Name the Giving Account
Choose a fund name to appear on your account and grant recommendations. You can change it at any time.
Step 3
Review and submit
Confirm your information and submit. Your Giving Account is open and ready for funding and grant recommendations.
Frequently asked questions
There is no minimum contribution to open and no minimum balance to maintain.
Yes. Fidelity Charitable is well-equipped to accept donations of all types of financial assets, including stocks, mutual funds, private business interests, and more.
If you already work with a financial advisor, you can give them access to your Giving Account to transact on your behalf or manage the investments in your Giving Account.