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.
What are the benefits of giving appreciated assets? By donating long-term appreciated securities or other non-publicly traded assets directly to a donor-advised fund, you may:
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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?
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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.
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Opening a Giving Account is fast and easy, and there is no minimum initial contribution.
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