Contribution processing guidelines and timelines

Contribution type

Stocks held in a Fidelity brokerage account

What to do

Indicate online which stocks to contribute

Transfer and processing time

Generally transferred and processed same day if instructions are received at least 15 minutes prior to market close

Contribution type

Non-Fidelity mutual funds held in a Fidelity brokerage account

What to do

Indicate online which mutual funds to contribute

Transfer and processing time

  • Generally transferred and processed on the same business day if instructions are received at least 15 minutes prior to market close
  • Networking funds will generally be processed on the next business day

Contribution type

Stocks held at a financial institution other than Fidelity

What to do

  • Input information online
  • Send pre-filled Letter of Instruction to Fidelity Charitable with a copy of your most recent statement

Transfer and processing time

  • Generally 2 weeks for your financial institution to process the transfer request
  • Once Fidelity Charitable receives stocks, they will generally be processed within one business day

Contribution type

Mutual funds held at a financial institution other than Fidelity

What to do

  • Input information online
  • Send pre-filled Letter of Instruction to Fidelity Charitable with a copy of your most recent statement

Transfer and processing time

  • Generally 4-6 weeks for Fidelity Charitable to coordinate the transfer with your financial institution
  • Once Fidelity Charitable receives mutual funds, they will generally be processed within one business day
  • Networking funds will generally be processed on the next business day

Contribution type

Electronic Funds Transfer

What to do

Set up Electronic Funds Transfer online by providing your bank account information during the contribution process

Transfer and processing time

  • Generally 1-3 business days for your bank to process the request; up to 5 business days for initial contribution
  • Generally processed same day if received by 4 p.m. Eastern Time

Contribution type

Check

What to do

  • Mail check and Contribution form to Fidelity Charitable
  • Include Giving Account number on the memo line of the check

Transfer and processing time

  • Days it takes U.S. Mail to be delivered
  • Once Fidelity Charitable receives check, it will generally be processed within one business day

Contribution type

Wire

What to do

  • Work with your financial institution to initiate the wire. Fidelity Charitable will not initiate this wire transfer.

    Wire instructions:
  • Wire to: JPMorgan Chase Bank, New York, NY, ABA Number 021000021
  • For credit to: National Financial Services LLC,
  • Account: 066196-221.
  • For benefit of: Fidelity Charitable, Z97-000442.
  • For further credit to: Name and Fidelity Charitable Giving Account number. Wire will be rejected if no account number is provided.
  • Mail or fax a completed Contribution form to Fidelity Charitable

Transfer and processing time

  • Depending on the timing of your financial institution to process the request
  • Generally Fidelity Charitable will process same day if received at least 15 minutes prior to market close

Contribution type

Bitcoin

What to do

Call Fidelity Charitable at 
1-800-262-6039.

Transfer and processing time

Varies

Contribution type

Non-publicly traded assets including private company stock, hedge fund interests, private equity, etc.

What to do

Call Fidelity Charitable at 
1-800-262-6039.

Transfer and processing time

Varies based on asset