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

Yes. Funds can be transferred from another donor-advised fund (DAF). Please contact the DAF provider to initiate a grant to Fidelity Charitable and provide the following information:

Non-Profit Name: Fidelity Charitable
Tax ID: 110303001
Regular Mailing Address: P.O. Box 770001, Cincinnati, OH 45277
Overnight Mailing Address: 100 Crosby Parkway, Covington, KY 41015
Special Purpose/Designation: Your Fidelity Charitable Giving Account number

Open a Giving Account online in three steps.

To open a Giving Account for your organization or company, download the Organizational Giving Account application.