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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 real estate. Ready to turn your portfolio into a life-changing gift? Learn more to get started!

Stocks & other securities:

  • Publicly traded stocks
  • Mutual fund shares
  • Bonds
  • Learn more

Privately held business interests:

Other non-publicly traded assets:

  • Restricted stock
  • Life insurance
  • Real estate
  • Bitcoin
  • Retirement assets
  • Oil & gas royalty interests

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

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 50% of your adjusted gross income. Why is a Giving Account better than writing checks to charity?

Learn more

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

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

What makes Fidelity Charitable unique?

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

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.

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.

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.

Instead of writing checks

Maximize charitable giving by minimizing taxes

Open a Giving Account

Or call us at 1-800-262-6039