Donor Frequently Asked Questions

Grantmaking

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

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

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

More questions about tax support

Using my Giving Account

Where should I send my forms to be processed?

Why do I need a successor on my account?

How do I update my or another account holders info?

More questions about using your Giving Account

Fees & 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?

More questions about using fees and minimums

Tax support

What is Fidelity Charitable’s tax information?

What is the IRS Form 8283?

What are the limitations on charitable deductions?

Where can I get my 2022 tax receipts?

As you begin gathering documents to file your taxes, remember that your contribution confirmation is your Fidelity Charitable tax receipt. To find your tax receipts, log in to your Giving Account, go to the History tab and select Statements & Confirmations.

Donor frequently asked questions

Where can I get my 2022 tax receipts?