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. Also, by donating these types of assets, you can take an income tax deduction in the amount of the full fair-market value1, up to 30% of your AGI. You’ll take a fair-market value deduction and provide more support for your favorite charities. We accept:
1For contributions of complex or non-publicly traded assets, generally fair market value is determined by a qualified appraiser in compliance with the IRS.
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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.