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Year-end guidelines for making a contribution to Fidelity Charitable

Fidelity Charitable accepts many types of assets, including cash, stocks 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, these dates 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: 1-800-952-4438
Fax: 1-877-665-4274
Hours of operation

Mail forms to:
Fidelity Charitable
P.O. Box 770001
Cincinnati, OH 45277-053

For overnight delivery:
Fidelity Charitable
100 Crosby Parkway
Mail Zone KC1D-FCS
Covington, KY 41015-9325

Contribution type

Assets held at Fidelity Investments® contributed by web, phone, fax or mail

Action needed

 

Timing

Web contributions must be received by 11:59 p.m. ET December 31.
 
 
Mail must be postmarked by December 31.
 
Fax must be received by 11:59 p.m. ET December 31. Fax to 1-877-665-4274.

Contribution type

Assets held at Fidelity Investments® in a managed account

Action needed

  • Call your financial consultant at your local Fidelity Investments® Center

    Or

  • You may also call Fidelity Managed Accounts at 1-800-544-3455, ext 11111

     

 

Timing

Contribution request should be received by Fidelity Investments or Fidelity Charitable by December 17.
 
After this date, please call Fidelity Managed Accounts at 1-800-544-3455, 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 1-800-262-6039, option 2.

Timing

Paperwork must be received by December 22.
 
After this date, please call Fidelity Charitable at 1-800-952-4438 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

Please write your Giving Account® number in the memo field of your check and make check payable to Fidelity Charitable. Please mail the check with the contribution form.  

Timing

Mail must be postmarked by December 31.

Contribution type

Control and restricted stock

Action needed

 

Timing

Processing times can vary.

Paperwork should be received by December 1. 

After this date, please call Fidelity Charitable at 1-800-952-4438 to discuss potential options.

Assets must be received by 11:59 p.m. ET December 31. 

Contribution type

Electronic Funds Transfer (EFT)

Action needed

 

Timing

Funds transfer 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.
  • Download, print and mail the Letter of Instruction Form

    Or

 

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 15.

After this date, please call Fidelity Charitable at 1-800-952-4438 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 equity, etc.

Action needed

  • Call Fidelity Charitable at 1-800-262-6039, option 2.

Timing

  • Varies based on asset.

Contribution type

Physical stock certificates of publicly traded companies 

Action needed

Timing

Mail must be postmarked 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.
  • Download, print and mail the Letter of Instruction Form

    Or

 

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.