FAQ directory

Using my Giving Account

Where should I send my forms to be processed?

Where can I find statements?

How do I find my Giving Account history?

Why do I need a successor on my Giving Account?

Who can be a successor on my Giving Account?

How do I add or update a successor on my Giving Account?

How do I update my, or another Account Holders, info?

Can I update my Giving Account name or the names of Account Holders?

How can I get my financial advisor involved?

What browsers work best with FidelityCharitable.org?

I am receiving an unsecure/untrusted website message. What is causing this? What should I do to resolve this?

How do I reset my password, or what if I am locked out of my Giving Account?

Where can I find all of Fidelity Charitable's forms on the website?

Important information about one-time security codes

What is two-factor authentication (2FA)?

When will I be asked for a security code?

Does this mean someone tried to access my Giving Account?

How will I receive the security code?

What if I don't have a mobile phone with me?

What if the options to receive the pin are outdated?

My code doesn't work. What should I do?

What is the Fidelity Charitable® app for iPhone or iPad, and how can I use it?

Can I make a contribution to Fidelity Charitable through the app?

Can I recommend pool exchanges on the app?

Can I transfer my account with another donor-advised fund (DAF) sponsor to Fidelity Charitable?

What can I do from the app?

Where can I find my account balance?

Why were there adjustments made on my account?

I would like to close the Giving Account.

Fees and minimums

Is there a minimum account balance I must maintain?

What are the fees that I see on my Giving Account?

Is there a minimum grant amount?

Does Fidelity Charitable require specific contribution amounts?

How often do I have to grant?

Grantmaking

Can I recommend a grant in memory or in honor of someone?

Can I support fundraising efforts of those participating in a walk/run/bike ride with my donor-advised fund?

Can I recommend a grant from my Giving Account for a charitable gala or fundraising event?

Can I support my political party with my Giving Account?

Can I support a pledge with my Giving Account?

Can I recommend a grant to support scholarship or tuition payment?

Can I recommend a grant to cover the cost of membership to a charitable organization?

Can I support an athletic fund with my donor-advised fund?

Can I recommend a grant to an individual?

Can I use my Giving Account to contribute to a 529 plan?

What does the term “more than incidental benefit” mean?

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

How often do I have to grant?

Will my company match my gift that I recommend out of a Giving Account?

Can I recommend how the grant will be used?

What organizations are eligible to receive grants from Fidelity Charitable?

Can I recommend grants to foreign charities?

Can I have a checkbook associated with my Giving Account?

What if the address Fidelity Charitable has on file for my charity is different from the address I have for them?

How is my information shared with recipient charities?

How do I edit or cancel a grant I have already submitted?

How long will it take for the grant I recommended to be processed?

What does the grant review and due diligence process entail?

How are funds distributed to the charities?

Why was the grant I recommended returned to my Giving Account?

The charity I recommended my grant to never received the check. What do I do?

How do I select or edit an acknowledgement?

How many charities can I support?

What is a public charity?

Tax support

What is Fidelity Charitable’s tax information?

Where can I get my tax forms online?

What are the limitations on charitable deductions?

What does "immediate tax deduction" mean?

What is the difference between the Fair Market Value (FMV) and the proceeds?

What is the IRS Form 8283?

When will Fidelity Charitable send out my IRS Form 8283?

I need to do my taxes soon. How can I get the information to complete my IRS Form 8283?

Where can I get my IRS Form 8283 online?

Will Fidelity Charitable consolidate my 8283 forms?

Can Fidelity Charitable make corrections to IRS Form 8283?

Why isn’t my IRS Form 8283 signed?

How much can I deduct?

Contributions

What types of assets can I contribute to Fidelity Charitable?

Can I contribute privately held company stock to Fidelity Charitable?

Does Fidelity Charitable accept cryptocurrency as a contribution?

Can I elect my Giving Account as a qualified charitable distribution (QCD) recipient?

Can I contribute from my IRA, 401(k) or other retirement account to Fidelity Charitable?

Can I name Fidelity Charitable as the beneficiary for my IRA, 401(k) or other retirement account?

Can I contribute from my retirement account now?

Who or what does Fidelity Charitable consider a third-party entity?

Who can contribute to my Giving Account?

What is the difference between a notification sent to me, the Account Holder, and the confirmation sent to a third party for the third party’s contribution?

What are the year-end contribution date guidelines?

What happens when Fidelity Charitable receives my contribution?

How were the investments in my Giving Account selected?

What types of bank accounts are eligible for Electronic Funds Transfer (EFT)?

Is there a fee for EFT?

What are the stock delivery instructions?

What happens if my cryptocurrency contribution is received after the traditional market hours of 9:30 am - 4:00 pm ET?

When is my cryptocurrency contribution considered received?

How do the Fidelity Charitable Trustees choose the funds included in Fidelity Charitable pools?

What are the different categories of investment pools?

Is there a limit on how many investment pool exchanges I can recommend?

Do you offer any pools that invest exclusively in socially responsible or sustainable investment strategies?

Can I transfer my account with another donor-advised fund (DAF) sponsor to Fidelity Charitable?

About donor-advised funds

What is a donor-advised fund, and how does it work?

Is Fidelity Charitable a donor-advised fund?

How does a donor-advised fund help me continue my legacy of giving?

Giving Account overview

Where should I send my forms to be processed?

What browsers work best with FidelityCharitable.org?

Is there a minimum account balance I must maintain?

Is there a minimum grant amount?

Can I recommend a grant in memory or in honor of someone?

Can I support fundraising efforts of those participating in a walk/run/bike ride with my donor-advised fund?

Can I recommend a grant from my Giving Account for a charitable gala or fundraising event?

Can I support my political party with my Giving Account?

Can I support a pledge with my Giving Account?

Can I recommend a grant to support scholarship or tuition payment?

Can I recommend a grant to cover the cost of membership to a charitable organization?

Can I support an athletic fund with my donor-advised fund?

Can I recommend a grant to an individual?

Can I use my Giving Account to contribute to a 529 plan?

What does the term “more than incidental benefit” mean?

How often do I have to grant?

What organizations are eligible to receive grants from Fidelity Charitable?

Can I recommend grants to foreign charities?

How is my information shared with recipient charities?

How do I open a Giving Account?

Can I get my financial advisor involved?

Are there any fees associated with a Giving Account?

How many charities can I support?

What is a public charity?

Does Fidelity Charitable require specific contribution amounts?

What types of assets can I contribute to Fidelity Charitable?

Can I contribute privately held company stock to Fidelity Charitable?

Does Fidelity Charitable accept cryptocurrency as a contribution?

How do the Fidelity Charitable Trustees choose the funds included in Fidelity Charitable pools?

What are the different categories of investment pools?

Do you offer any pools that invest exclusively in socially responsible or sustainable investment strategies?

What are the limitations on charitable deductions?

What is the difference between the Fair Market Value (FMV) and the proceeds?

Are there any year-end contribution date guidelines I should be aware of?

Can I elect a Giving Account as a qualified charitable distribution (QCD) recipient?

In regards to third party contributions, who or what does Fidelity Charitable consider a third party entity?

Can I transfer my account with another donor-advised fund (DAF) sponsor to Fidelity Charitable?

What are investment pools?

What are sustainable and impact investing pools?

How much can I deduct?