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.
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
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?
Subscribe to our monthly email newsletter for useful tax tips and strategies for smarter charitable giving.
Check your inbox soon for our monthly email newsletter.
Unlike most charities, Fidelity Charitable provides a complimentary* service to help you make a charitable contribution of non-publicly traded assets smoothly and efficiently.
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.
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.
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.
Amy Grossman
Vice President,
Western Division,
Complex Assets Group
Amy M. Grossman is vice president of our Complex Assets Group. She brings significant knowledge and technical expertise to donors who wish to contribute sophisticated assets, such as privately held C-Corp or S-Corp shares, to charity. Ms. Grossman works directly with donors, their advisors, and corporate and business lawyers to facilitate charitable contributions of these assets to achieve the most favorable tax treatment with the greatest charitable impact.
Prior to joining Fidelity Charitable, Ms. Grossman was managing director of the private banking group at Credit Suisse where she was responsible for West Coast sales and business development, management of the Corporate and Executive Services group, and the Client Advisory Group. Before that she was vice president at Montgomery Securities. She was also an attorney for Thelen, Marin, Johnson & Bridges, LLC in San Francisco.
Ms. Grossman’s strength is providing strategic guidance on the full spectrum of monetization, hedging and diversification strategies, as well as estate and gift tax planning for pre- and post-liquidity events.
Ms. Grossman received her bachelor of arts degree, magna cum laude, from University of Pennsylvania and her juris doctorate, cum laude, from Boston University School of Law. She is admitted to practice law in the State of California.
Nathan Daley is vice president of the Complex Assets Group. Mr. Daley assumed his current position in 2014. In this role he works directly with donors, their advisors, and corporate and business lawyers to facilitate the charitable contribution of non-publicly traded assets to achieve the most favorable tax treatment with the greatest charitable impact.
Prior to joining Fidelity Charitable, Mr. Daley was a corporate and securities attorney at the law firm of Kelly Hart & Hallman in Fort Worth, TX. His practice focused on representing public and private companies, private equity funds and business owners in connection with mergers and acquisitions, public and private offerings of debt and equity securities, entity formation, joint ventures, corporate governance matters, and drafting and negotiating complex commercial agreements. Before that he was a litigation attorney at Thompson & Knight in Dallas. Mr. Daley was also a consultant at Quorum Business Solutions, also in Dallas.
Mr. Daley received a bachelor of business administration degree in finance from the Business Honors Program at The University of Texas at Austin and a juris doctorate, summa cum laude, from Texas Tech University School of Law. He is admitted to practice law in the State of Texas and is a Fellow of the Texas Bar Foundation.
Laurie Roche is a director in our Complex Assets Group. Mrs. Roche assumed her current role in 2019. She brings significant knowledge and technical expertise to donors who wish to contribute sophisticated assets, such as privately held business interests, to charity. Mrs. Roche works directly with donors, their advisors, and corporate and business lawyers to facilitate charitable contributions of these assets to achieve the most favorable tax treatment with the greatest charitable impact.
Prior to this role, Mrs. Roche spent 20 years in compliance and risk roles at Fidelity Brokerage Services, LLC and National Financial Services, LLC. In 2014, she spent two years as compliance and risk director at Fidelity Charitable. Prior to joining Fidelity Investments in 1999, Mrs. Roche was an Attorney in the Division of Market Regulation of the United States Securities and Exchange Commission in Washington, D.C.
Mrs. Roche received her bachelor of arts degree from Dickinson College and her juris doctorate from Suffolk University Law School. She is admitted to practice law in Massachusetts. She is also a Certified Regulatory and Compliance Professional.
Arthur Maginas is director in our Complex Assets Group. He works with donors to contribute non-publicly traded assets, such as limited partnership and limited liability corporation interests, private business interests, real estate and restricted stock. Mr. Maginas works closely with donors and their advisors to provide technical expertise and advisory resources before, during and after the gifting process to ensure that donors achieve the most favorable tax treatment with the greatest charitable impact.
Prior to his current role at Fidelity Charitable, Mr. Maginas worked as a senior complex asset advisor, supporting the Complex Assets Group in 2014. He also worked in numerous roles supporting multiple Fidelity Charitable service delivery teams. Most recently, Mr. Maginas worked in Fidelity Institutional Risk and Compliance as a compliance advisor in the Regulatory Management group.
Mr. Maginas received his bachelor of science degree from Northeastern University and his juris doctorate from New England School of Law, Boston.
Nathan Daley
Vice President,
Central Division,
Complex Assets Group
Amy M. Grossman is vice president of our Complex Assets Group. She brings significant knowledge and technical expertise to donors who wish to contribute sophisticated assets, such as privately held C-Corp or S-Corp shares, to charity. Ms. Grossman works directly with donors, their advisors, and corporate and business lawyers to facilitate charitable contributions of these assets to achieve the most favorable tax treatment with the greatest charitable impact.
Prior to joining Fidelity Charitable, Ms. Grossman was managing director of the private banking group at Credit Suisse where she was responsible for West Coast sales and business development, management of the Corporate and Executive Services group, and the Client Advisory Group. Before that she was vice president at Montgomery Securities. She was also an attorney for Thelen, Marin, Johnson & Bridges, LLC in San Francisco.
Ms. Grossman’s strength is providing strategic guidance on the full spectrum of monetization, hedging and diversification strategies, as well as estate and gift tax planning for pre- and post-liquidity events.
Ms. Grossman received her bachelor of arts degree, magna cum laude, from University of Pennsylvania and her juris doctorate, cum laude, from Boston University School of Law. She is admitted to practice law in the State of California.
Nathan Daley is vice president of the Complex Assets Group. Mr. Daley assumed his current position in 2014. In this role he works directly with donors, their advisors, and corporate and business lawyers to facilitate the charitable contribution of non-publicly traded assets to achieve the most favorable tax treatment with the greatest charitable impact.
Prior to joining Fidelity Charitable, Mr. Daley was a corporate and securities attorney at the law firm of Kelly Hart & Hallman in Fort Worth, TX. His practice focused on representing public and private companies, private equity funds and business owners in connection with mergers and acquisitions, public and private offerings of debt and equity securities, entity formation, joint ventures, corporate governance matters, and drafting and negotiating complex commercial agreements. Before that he was a litigation attorney at Thompson & Knight in Dallas. Mr. Daley was also a consultant at Quorum Business Solutions, also in Dallas.
Mr. Daley received a bachelor of business administration degree in finance from the Business Honors Program at The University of Texas at Austin and a juris doctorate, summa cum laude, from Texas Tech University School of Law. He is admitted to practice law in the State of Texas and is a Fellow of the Texas Bar Foundation.
Laurie Roche is a director in our Complex Assets Group. Mrs. Roche assumed her current role in 2019. She brings significant knowledge and technical expertise to donors who wish to contribute sophisticated assets, such as privately held business interests, to charity. Mrs. Roche works directly with donors, their advisors, and corporate and business lawyers to facilitate charitable contributions of these assets to achieve the most favorable tax treatment with the greatest charitable impact.
Prior to this role, Mrs. Roche spent 20 years in compliance and risk roles at Fidelity Brokerage Services, LLC and National Financial Services, LLC. In 2014, she spent two years as compliance and risk director at Fidelity Charitable. Prior to joining Fidelity Investments in 1999, Mrs. Roche was an Attorney in the Division of Market Regulation of the United States Securities and Exchange Commission in Washington, D.C.
Mrs. Roche received her bachelor of arts degree from Dickinson College and her juris doctorate from Suffolk University Law School. She is admitted to practice law in Massachusetts. She is also a Certified Regulatory and Compliance Professional.
Arthur Maginas is director in our Complex Assets Group. He works with donors to contribute non-publicly traded assets, such as limited partnership and limited liability corporation interests, private business interests, real estate and restricted stock. Mr. Maginas works closely with donors and their advisors to provide technical expertise and advisory resources before, during and after the gifting process to ensure that donors achieve the most favorable tax treatment with the greatest charitable impact.
Prior to his current role at Fidelity Charitable, Mr. Maginas worked as a senior complex asset advisor, supporting the Complex Assets Group in 2014. He also worked in numerous roles supporting multiple Fidelity Charitable service delivery teams. Most recently, Mr. Maginas worked in Fidelity Institutional Risk and Compliance as a compliance advisor in the Regulatory Management group.
Mr. Maginas received his bachelor of science degree from Northeastern University and his juris doctorate from New England School of Law, Boston.
Laurie Roche
Director,
Complex Assets Group
Amy M. Grossman is vice president of our Complex Assets Group. She brings significant knowledge and technical expertise to donors who wish to contribute sophisticated assets, such as privately held C-Corp or S-Corp shares, to charity. Ms. Grossman works directly with donors, their advisors, and corporate and business lawyers to facilitate charitable contributions of these assets to achieve the most favorable tax treatment with the greatest charitable impact.
Prior to joining Fidelity Charitable, Ms. Grossman was managing director of the private banking group at Credit Suisse where she was responsible for West Coast sales and business development, management of the Corporate and Executive Services group, and the Client Advisory Group. Before that she was vice president at Montgomery Securities. She was also an attorney for Thelen, Marin, Johnson & Bridges, LLC in San Francisco.
Ms. Grossman’s strength is providing strategic guidance on the full spectrum of monetization, hedging and diversification strategies, as well as estate and gift tax planning for pre- and post-liquidity events.
Ms. Grossman received her bachelor of arts degree, magna cum laude, from University of Pennsylvania and her juris doctorate, cum laude, from Boston University School of Law. She is admitted to practice law in the State of California.
Nathan Daley is vice president of the Complex Assets Group. Mr. Daley assumed his current position in 2014. In this role he works directly with donors, their advisors, and corporate and business lawyers to facilitate the charitable contribution of non-publicly traded assets to achieve the most favorable tax treatment with the greatest charitable impact.
Prior to joining Fidelity Charitable, Mr. Daley was a corporate and securities attorney at the law firm of Kelly Hart & Hallman in Fort Worth, TX. His practice focused on representing public and private companies, private equity funds and business owners in connection with mergers and acquisitions, public and private offerings of debt and equity securities, entity formation, joint ventures, corporate governance matters, and drafting and negotiating complex commercial agreements. Before that he was a litigation attorney at Thompson & Knight in Dallas. Mr. Daley was also a consultant at Quorum Business Solutions, also in Dallas.
Mr. Daley received a bachelor of business administration degree in finance from the Business Honors Program at The University of Texas at Austin and a juris doctorate, summa cum laude, from Texas Tech University School of Law. He is admitted to practice law in the State of Texas and is a Fellow of the Texas Bar Foundation.
Laurie Roche is a director in our Complex Assets Group. Mrs. Roche assumed her current role in 2019. She brings significant knowledge and technical expertise to donors who wish to contribute sophisticated assets, such as privately held business interests, to charity. Mrs. Roche works directly with donors, their advisors, and corporate and business lawyers to facilitate charitable contributions of these assets to achieve the most favorable tax treatment with the greatest charitable impact.
Prior to this role, Mrs. Roche spent 20 years in compliance and risk roles at Fidelity Brokerage Services, LLC and National Financial Services, LLC. In 2014, she spent two years as compliance and risk director at Fidelity Charitable. Prior to joining Fidelity Investments in 1999, Mrs. Roche was an Attorney in the Division of Market Regulation of the United States Securities and Exchange Commission in Washington, D.C.
Mrs. Roche received her bachelor of arts degree from Dickinson College and her juris doctorate from Suffolk University Law School. She is admitted to practice law in Massachusetts. She is also a Certified Regulatory and Compliance Professional.
Arthur Maginas is director in our Complex Assets Group. He works with donors to contribute non-publicly traded assets, such as limited partnership and limited liability corporation interests, private business interests, real estate and restricted stock. Mr. Maginas works closely with donors and their advisors to provide technical expertise and advisory resources before, during and after the gifting process to ensure that donors achieve the most favorable tax treatment with the greatest charitable impact.
Prior to his current role at Fidelity Charitable, Mr. Maginas worked as a senior complex asset advisor, supporting the Complex Assets Group in 2014. He also worked in numerous roles supporting multiple Fidelity Charitable service delivery teams. Most recently, Mr. Maginas worked in Fidelity Institutional Risk and Compliance as a compliance advisor in the Regulatory Management group.
Mr. Maginas received his bachelor of science degree from Northeastern University and his juris doctorate from New England School of Law, Boston.
Arthur Maginas
Director,
Complex Assets Group
Amy M. Grossman is vice president of our Complex Assets Group. She brings significant knowledge and technical expertise to donors who wish to contribute sophisticated assets, such as privately held C-Corp or S-Corp shares, to charity. Ms. Grossman works directly with donors, their advisors, and corporate and business lawyers to facilitate charitable contributions of these assets to achieve the most favorable tax treatment with the greatest charitable impact.
Prior to joining Fidelity Charitable, Ms. Grossman was managing director of the private banking group at Credit Suisse where she was responsible for West Coast sales and business development, management of the Corporate and Executive Services group, and the Client Advisory Group. Before that she was vice president at Montgomery Securities. She was also an attorney for Thelen, Marin, Johnson & Bridges, LLC in San Francisco.
Ms. Grossman’s strength is providing strategic guidance on the full spectrum of monetization, hedging and diversification strategies, as well as estate and gift tax planning for pre- and post-liquidity events.
Ms. Grossman received her bachelor of arts degree, magna cum laude, from University of Pennsylvania and her juris doctorate, cum laude, from Boston University School of Law. She is admitted to practice law in the State of California.
Nathan Daley is vice president of the Complex Assets Group. Mr. Daley assumed his current position in 2014. In this role he works directly with donors, their advisors, and corporate and business lawyers to facilitate the charitable contribution of non-publicly traded assets to achieve the most favorable tax treatment with the greatest charitable impact.
Prior to joining Fidelity Charitable, Mr. Daley was a corporate and securities attorney at the law firm of Kelly Hart & Hallman in Fort Worth, TX. His practice focused on representing public and private companies, private equity funds and business owners in connection with mergers and acquisitions, public and private offerings of debt and equity securities, entity formation, joint ventures, corporate governance matters, and drafting and negotiating complex commercial agreements. Before that he was a litigation attorney at Thompson & Knight in Dallas. Mr. Daley was also a consultant at Quorum Business Solutions, also in Dallas.
Mr. Daley received a bachelor of business administration degree in finance from the Business Honors Program at The University of Texas at Austin and a juris doctorate, summa cum laude, from Texas Tech University School of Law. He is admitted to practice law in the State of Texas and is a Fellow of the Texas Bar Foundation.
Laurie Roche is a director in our Complex Assets Group. Mrs. Roche assumed her current role in 2019. She brings significant knowledge and technical expertise to donors who wish to contribute sophisticated assets, such as privately held business interests, to charity. Mrs. Roche works directly with donors, their advisors, and corporate and business lawyers to facilitate charitable contributions of these assets to achieve the most favorable tax treatment with the greatest charitable impact.
Prior to this role, Mrs. Roche spent 20 years in compliance and risk roles at Fidelity Brokerage Services, LLC and National Financial Services, LLC. In 2014, she spent two years as compliance and risk director at Fidelity Charitable. Prior to joining Fidelity Investments in 1999, Mrs. Roche was an Attorney in the Division of Market Regulation of the United States Securities and Exchange Commission in Washington, D.C.
Mrs. Roche received her bachelor of arts degree from Dickinson College and her juris doctorate from Suffolk University Law School. She is admitted to practice law in Massachusetts. She is also a Certified Regulatory and Compliance Professional.
Arthur Maginas is director in our Complex Assets Group. He works with donors to contribute non-publicly traded assets, such as limited partnership and limited liability corporation interests, private business interests, real estate and restricted stock. Mr. Maginas works closely with donors and their advisors to provide technical expertise and advisory resources before, during and after the gifting process to ensure that donors achieve the most favorable tax treatment with the greatest charitable impact.
Prior to his current role at Fidelity Charitable, Mr. Maginas worked as a senior complex asset advisor, supporting the Complex Assets Group in 2014. He also worked in numerous roles supporting multiple Fidelity Charitable service delivery teams. Most recently, Mr. Maginas worked in Fidelity Institutional Risk and Compliance as a compliance advisor in the Regulatory Management group.
Mr. Maginas received his bachelor of science degree from Northeastern University and his juris doctorate from New England School of Law, Boston.
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
