You do not have to maintain a minimum balance in your Giving Account, but adequate funding is required to recommend and issue approved grants.
Typically, there are two types of fees for the Giving Account – an annual administrative fee and investment fees. The administrative fee is based on your Giving Account balance and covers our costs, like processing transactions and providing donor support. The investment fees are mutual fund fees determined by how your contribution is invested. To learn more about the fees and to see what they could mean for you visit the What it Costs page.
The Fidelity Charitable Trustees have set a minimum grant amount of $50 to maintain cost-effectiveness and encourage charitable giving.
The Fidelity Charitable Giving Account has no minimum initial or subsequent contribution requirements.