Contribution processing guidelines and timelines

Stocks held in a Fidelity brokerage account

Indicate online which stocks to contribute

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


Non-Fidelity mutual funds held in a Fidelity brokerage account

Indicate online which mutual funds to contribute

  • 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


Stocks held at a financial institution other than Fidelity

  • Input information online
  • Send pre-filled Letter of Instruction to your financial institution

  • Generally 2 weeks for your financial institution to process the transfer request
  • If stocks are received by Fidelity Charitable at least 15 minutes prior to market close, they will generally be processed same day


Mutual funds held at a financial institution other than Fidelity

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

  • Generally 4-6 weeks for Fidelity Charitable to coordinate the transfer with your financial institution
  • If mutual funds are received by Fidelity Charitable at least 15 minutes prior to market close, they will generally be processed same day
  • Networking funds will generally be processed on the next business day


Electronic Funds Transfer

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

  • 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


Check

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

  • Days it takes U.S. Mail to be delivered
  • Generally processed same day if received at least 15 minutes prior to market close


Wire

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 Giving Account

Fidelity Charitable Giving Account Number (if known).

  • 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


Bitcoin

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

  • Varies


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

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

  • Varies based on asset