
What you can donate
Fidelity Charitable accepts a wide range of financial assets, from cash to stocks and securities to non-publicly traded assets like private business interests.
Assets accepted:
Stocks & other securities
- Publicly traded stocks
- Mutual fund shares
- Bonds
Privately held business interests
Other non-publicly traded assets
- Bitcoin and other cryptocurrencies
- Restricted stocks
- Retirement assets
- Private equity
- Life insurance, hedge fund interests, oil and gas royalty interests
Donating cash assets
Donating cash is simple, with several delivery options:
- Check
- Electronic Funds Transfer (ETF)
- Wire transfer
- Cash position from a brokerage account
Unlike most charities, Fidelity Charitable provides complimentary service* from our team of experts to help you make a charitable contribution of your assets smoothly and efficiently.
*Each Giving Account is subject to a standard administrative fee. There is no additional charge for contributions of non-publicly traded assets.
Benefits of donating appreciated assets
By donating long-term appreciated securities or other non-publicly traded assets directly to a donor-advised fund, you may potentially:

Eliminate capital gains taxes and the Medicare surtax, which combined could be up to 23.8%.
Maximize your support to your favorite charities.
Take an income tax deduction in the amount of the full fair market value* if you itemize your deductions.
*For contributions of complex or non-publicly traded assets, generally fair market value is determined by a qualified appraiser in compliance with the IRS.
Donating appreciated assets to charity

Learn more about the benefits of donating your appreciated assets directly to a public charity, such as Fidelity Charitable, which administers a donor-advised fund program.
Ready to make more of a difference?
Don’t see what you’re looking for? Call us at 800-262-6039
What makes Fidelity Charitable unique?

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 grantmaking in record time: 65 days on average from acceptance to liquidity.

Volume
Every year we receive an average of 500 complex asset contributions. Each one of them is handled with diligence and by leveraging our experts’ deep knowledge of IRS rules and regulations.

Credibility and 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.
Our asset experts
When it comes to donating non-publicly traded assets, trust Fidelity Charitable to guide you from beginning to end.

Amy Grossman
Vice President, Western Division,
Complex Assets Group

Nathan Daley
Vice President, Central Division,
Complex Assets Group

Laurie Roche
Vice President,
Complex Assets Group

Arthur Maginas
Vice President,
Complex Assets Group

Shannon Sullivan
Director,
Complex Assets Group

Chase Martell
Director,
Stock Plan Contributions
Ready to get started?
Opening a Giving Account is fast and easy, and there is no minimum initial contribution.
Or call us at 800-262-6039