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.