Fidelity Charitable accepts a wide range of financial assets to fund a Giving Account, including:
All contributions are subject to review and approval by Fidelity Charitable. Learn more about the types of assets Fidelity Charitable can accept.
*Please note that there is no minimum for subsequent contributions on any Giving Account.
Fidelity Charitable sends a confirmation of each contribution to the contributing party as required by law. Contribution confirmations serve as a donor’s tax receipt and should be reviewed carefully. It is the donor’s responsibility to report any errors to Fidelity Charitable. While Fidelity Charitable may provide a fair market value computation as a courtesy, donors are responsible for the value they claim as a deduction on their taxes. Please consult a tax advisor before claiming any deduction.
Note: As a courtesy, Fidelity Charitable also provides a summary of information needed for filing an IRS Form 8283 to donors who contributed publicly traded securities valued at $500 or more.
Processing times vary for different asset types. From late November until the last business day of each calendar year, special guidelines may apply in order to ensure delivery and acceptance of securities before the December 31 tax deadline for claiming a charitable tax deduction. Account Holders may need to initiate contributions early. Read the Fidelity Charitable year-end contribution guidelines for additional guidance.