Fees and expenses

General operating expenses

Giving Account type

Individual

Annual administrative fee

0.60% or $100, whichever is greater

Giving Account type

Organizational

Annual administrative fee

0.60% or $500, whichever is greater

Giving Account type

Corporate

Annual administrative fee

$10,000 + 0.60% of balance

Administrative fees are tiered according to the Giving Account balance. Learn more about the tiered fee schedule.

Trading and liquidation fees

Commissions and other fees incurred by Fidelity Charitable for contributed property will reduce the net proceeds credited to the Giving Account. With respect to contributions of publicly traded securities, commissions are charged according to the following schedule:

Brokerage Commission Schedule

1.2¢

Per share

Brokerage Commission Schedule

1.7¢

For each share of large block orders or thinly traded securities

Investment expenses

Fidelity Charitable provides a variety of investment pools to choose from, and each is subject to varying operating and management expenses of the mutual funds that comprise each pool. View the estimated total annualized mutual fund expenses for each investment pool.