Planning for the future

Whether you want to maintain your family's tradition of giving, or ensure ongoing support for the charities you care about, your Fidelity Charitable Giving Account can carry on your legacy. Not only does it make planning for the future easy, you can also include a bequest to Fidelity Charitable in your will, potentially maximizing estate tax advantages.

Name a successor for your Giving Account

Naming a successor, or successors, is the simplest way to continue the legacy of your Giving Account in your absence. You choose the percentage of your Giving Account to be passed along, and you can change your elections online at any time.

Consider the Endowed Giving Program

More than simply naming a charity as a successor, the Endowed Giving Program lets you set up recurring grant recommendations to up to six charities for a minimum of five years. This lets your Giving Account remain open to donations from your estate (such as personal property or other assets), which can help offset estate taxes while also ensuring support for the causes you care about.

 

The Endowed Giving Program at a glance

Minimum balance

$100,000 or more at activation1

Sources of funding

  • Giving Account balance

  • Donations from an estate

  • Donations from individuals

Beneficiaries

Up to six IRS-qualified charities

Frequency and duration of grants

Once or twice a year for five years or more, possibly into perpetuity1

1Minimum term for the Endowed Giving Program (“Program”) is five years. Funded and invested appropriately, Giving Accounts could continue in perpetuity. Under the terms of the Program, Fidelity Charitable may expend as much of the Giving Account’s income and principal as the Trustees deem appropriate. If the Giving Account balance drops below $5,000, Fidelity Charitable may distribute the balance, via lump-sum grants, to eligible charities, in the proportion recommended by the Account Holder.

Name Fidelity Charitable in an estate plan

Illustration of signing a document

Incorporating Fidelity Charitable into your estate plan is another effective way to perpetuate your legacy of charitable giving.

There are several approaches you can take, and each one offers unique advantages, including helping you reduce or even eliminate the estate-tax burden for your loved ones.

Ready to get started?

Establishing your Giving Account is easy and only takes 5 minutes.

All you need is your Social Security number and, when you're ready, a $5,000 minimum donation.

Or call us at 1-800-262-6039