2025 year-end contribution guidelines
Fidelity Charitable accepts many types of assets, including cash, securities, and more. Once you make a contribution to Fidelity Charitable, you’ll receive a tax receipt. To be eligible for a yearly tax deduction, you may need to initiate your donation early. While some assets take longer to accept and process than others, the dates below are meant to be used as guidelines. Please call us with any questions regarding which assets we accept and the time required for acceptance and processing.
Call: 800-952-4438
Fax: 877-665-4274
Monday through Friday
8:30 a.m. – 8:00 p.m. ET
Online support
Mail forms to:
Fidelity Charitable
P.O. Box 770001
Cincinnati, OH 45277-0053
For overnight delivery:
Fidelity Charitable
100 Crosby Parkway
Mail Zone KC1D-FCS
Covington, KY 41015-9325
Contribution type
Assets held at Fidelity Investments® contributed online, by phone or fax, or through the mail
Action needed
- Log in to your Giving Account.
Click on "Fund your Giving Account" and follow the instructions.
or
- Call 800-952-4438 to contribute.
Monday through Friday
8:30 a.m. – 8:00 p.m. ET.
or
- Download, print, and fax or mail: Contribution Form (PDF).
Timing
Online contributions must be received by 11:59 p.m. ET December 31.
Faxes must be received by 11:59 p.m. ET December 31. Fax to 877-665-4274.
Mail must be received or postmarked by the USPS by December 31. If sent by third-party provider (UPS, FedEx, etc.), mail must be received by December 31.
Contribution type
Assets held in an account professionally managed by Fidelity Investments
Action needed
- Log in to your Giving Account.
Click on "Fund your Giving Account" and follow the instructions.
or - Call your financial consultant at your local Fidelity Investments Center.
or
- You may also call Fidelity Managed Accounts at 800-544-3455, ext. 11111.
Timing
Online contributions must be initiated by 11:59 p.m. ET December 31.
Phone contribution requests should be received by Fidelity Investments or Fidelity Charitable by December 12.
After this date, please call Fidelity Managed Accounts at 800-544-3455, ext. 11111 to discuss potential options.
Assets must be received by
11:59 p.m. ET December 31.
Contribution type
Cryptocurrency
Action needed
Please call Fidelity Charitable at 800-262-6039, option 2.
Timing
Paperwork must be received by December 26.
After this date, please call Fidelity Charitable at 800-952-4438 to discuss potential options.
Assets must be received and cleared through the blockchain by
11:59 p.m. ET December 31.
Contribution type
Check
Action needed
Download, print, and mail:
Contribution Form (PDF).
Please write your Giving Account number in the memo field of your check and make the check payable to Fidelity Charitable. Please mail the check with the contribution form.
Timing
Mail must be received or postmarked by the USPS by December 31.
Contribution type
Control and restricted stock
Action needed
Download, print, and mail:
144/145 Contribution Form (PDF).
For control shares held at Fidelity, call Fidelity Charitable at 800-952-4438 for instructions.
Timing
Processing times can vary.
Paperwork should be received by December 1.
After this date, please call Fidelity Charitable at 800-952-4438 to discuss potential options.
Assets must be received by
11:59 p.m. ET December 31.
Contribution type
Electronic Funds Transfer (EFT)
Action needed
Log in to your Giving Account.
Click on "Fund your Giving Account" and follow the instructions.
Timing
Funds transfers must be initiated by 11:59 p.m. ET December 31.
Contribution type
Mutual funds held at a firm other than Fidelity Investments
Action needed
- Log in to your Giving Account.
Click on "Fund your Giving Account" and follow the instructions.
or
- Download, print, and mail the Letter of Instruction Form (PDF).
or
- Download, print, and mail: Contribution Form (PDF).
Timing
Processing times can vary but typically will take two to six weeks. To ensure proper processing, Fidelity Charitable suggests initiating this request by November 10.
After this date, please call Fidelity Charitable at 800-952-4438 to discuss potential options.
Assets must be received by
11:59 p.m. ET December 31.
Contribution type
Non-publicly traded assets including private company stock, hedge fund interests, private investment funds, and other hard-to-donate assets
Action needed
Please call Fidelity Charitable at 800-262-6039, option 2.
Timing
The timing varies based on asset. Contact us for more information.
New investment recommendations (to be funded from existing assets) for alternative investment funds must be received and in good order by October 31 for DonorFlexSM or by November 14 for donors enrolled in the Charitable Investment Advisor Program (CIAP).
Additional investment recommendations in already-approved funds must be received and in good order by December 12. Learn more in the CIAP or DonorFlex Alternative Investment overviews.
Contribution type
Physical stock certificates of publicly traded companies
Action needed
Download, print, and mail:
Please note: This form is only needed if you can’t endorse the certificate.
Timing
Mail must be received or postmarked by the USPS by December 31.
Contribution type
Publicly traded securities other than mutual funds at a firm other than Fidelity Investments
Action needed
- Log in to your Giving Account.
Click on "Fund your Giving Account" and follow the instructions.
or
- Download, print, and mail the Letter of Instruction Form (PDF).
or
- Download, print, and mail: Contribution Form (PDF).
Timing
Processing times can vary, but typically will take two weeks. Please check with your financial firm.
Assets must be received by
11:59 p.m. ET December 31.
Contribution type
Wire transfer
Action needed
- Download, print, and mail: Contribution Form (PDF).
Send one copy to your financial institution and one copy to Fidelity Charitable.
Timing
Funds must be received by
11:59 p.m. ET December 31.
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