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

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

Action needed

Log in to your Giving Account
Click on “Fund your Giving Account” and follow instructions.

Or

You may also call 1-800-952-4438 to contribute.

Or

Download, print and fax or mail:
Contribution Form (PDF)

Timing

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

Customer service hours

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.

Assets held at Fidelity Investments in a managed account

Action needed

Call your financial consultant at your local Fidelity Investments Center

Or

Call Fidelity Investments at 1-800-544-3455, ext 11111

Or

Download, print and fax or mail:
Contribution Form (PDF)

Timing

Contribution request should be received by Fidelity Investments by December 18.

Cryptocurrency

Action needed

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

Timing

Paperwork must be received by December 24.
Assets must be received by 11:59 p.m. ET December 31.

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 check payable to Fidelity Charitable. Please mail the check with the contribution form.

Timing

Mail must be postmarked by December 31.

Control and restricted stock

Action needed

Call 1-800-262-6039, option 2.
Download, print and mail:
Contribution Form (PDF),
Donor Letter (PDF),
144/145 questionnaire (PDF)

Timing

Paperwork should be received by December 1. Assets must be received by 11:59 p.m. ET December 31. Processing times can vary.

Electronic Funds Transfer (EFT)

Action needed

Log in to your Giving Account
Click on “Fund your Giving Account” and follow instructions.

Timing

Funds transfer must be initiated by 11:59 p.m. December 31.

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 instructions.
Download, print and mail the Letter of Instruction Form
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 18.

Assets must be received by December 31.

Non-publicly traded assets including private company stock, hedge fund interests, private equity, etc.

Action needed

Call 1-800-262-6039, option 2.

Timing

Varies based on asset.

Physical stock certificates of publicly traded companies

Action needed

Download, print and mail:
Contribution Form (PDF)
Irrevocable Stock or Bond Power Form (PDF)*

*Please note: This form is only needed if you can’t endorse certificate.

Timing

Must be postmarked by December 31.

Publicly traded securities at a firm other than Fidelity Investments

Action needed

Log in to your Giving Account
Click on “Fund your Giving Account” and follow instructions.
Download, print and mail the Letter of Instruction Form.

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 December 31.

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 December 31.