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  • The Giving Account
    • How it works
    • Charities you can support
    • What you can donate
    • What it costs
    • Investment options
    • Working with your financial advisor
    • Private Donor Group
  • Research & Insights
    • Research & insights
    • Blog
    • Donor stories
  • Guidance
    • Philanthropy 101
    • Family philanthropy
    • Tax strategies
    • Estate planning
    • Disaster relief
    • Research charities
    • Philanthropic Journey Guide
    • Philanthropic Advice Referral Network
    • Tools and calculators
For companies
For advisors
For nonprofits
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Can I name Fidelity Charitable as the beneficiary for my IRA, 401(k) or other retirement account?

Yes, you can name Fidelity Charitable as a beneficiary, but you should always consult with your tax advisor first. When updating the beneficiary designation, please refer to Fidelity Charitable as “Fidelity Investments Charitable Gift Fund, Inc.” and include our Tax ID: 93-4792247, as well as the number of the Giving Account you would like to list as the beneficiary.

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©1998-2026 FMR LLC. All rights reserved. Portions ©1998-2026 Fidelity Investments® Charitable Gift Fund. All rights reserved. Fidelity Investments® Charitable Gift Fund is recognized as a tax-exempt public charity as described in Sections 501(c)(3), 509(a)(1), and 170(b)(1)(A)(vi) of the Internal Revenue Code.