What you can donate

Fidelity Charitable accepts a wide range of financial assets, from cash and checks to stocks and even non-publicly traded assets like private business interests. Turn your portfolio into a life-changing gift.

Donate appreciated assets

Why consider giving long-term appreciated securities and other non-publicly traded assets? Donors are able to give up to 20% more because capital gains taxes are minimized. You’ll take a fair market value1 deduction and provide more support for your favorite charities. We accept:

Don't see what you are looking for? Call us at 1-800-262-6039.

1For contributions of complex or non-publicly traded assets, generally fair market value is determined by a qualified appraiser in compliance with the IRS


Donate cash

Donating cash is simple, with several delivery options. When you make a cash donation, you’re generally eligible for a tax deduction of up to 60% of your adjusted gross income. Why is a Giving Account better than writing checks to charity?

  • Check
  • Electronic Funds Transfer
  • Wire transfer
  • Cash position from a brokerage account

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What makes Fidelity Charitable unique?

Unlike most charities, Fidelity Charitable provides a complimentary* service to help you make a charitable contribution of non-publicly traded assets smoothly and efficiently.

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In-house expertise

Our dedicated team of experts has 85 years of combined experience. With this unmatched expertise, we turn contributed assets into proceeds for grant making in record time: 65 days on average from acceptance to liquidity.

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Huge volume of experience

Every year we receive an average of 500 complex asset contributions, each one of them with diligence and leveraging our experts' deep knowledge of IRS rules and regulations.

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Critical thinking, credibility, trustworthiness

As a trusted resource, Fidelity Charitable will work with your financial advisor to think through a variety of scenarios, helping to facilitate your charitable giving plan.

*All Giving Accounts are subject to a standard administrative fee. There is no additional charge for contributions of non-publicly traded assets.

Meet our asset experts

When it comes to donating non-publicy traded assets, trust Fidelity Charitable to guide you from beginning to end.

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