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. 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 or Fidelity Charitable by December 20.

Cryptocurrency
Action needed	Please 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	Download, print and mail: Contribution Form (PDF), Donor Letter (PDF), 144/145 questionnaire (PDF) For control shares held at Fidelity, call Fidelity Charitable at 1-800-952-4438 for instructions.
Timing	Processing times can vary. To ensure proper processing, Fidelity Charitable suggests initiating this request by December 10. Assets must be received by December 31.

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. ET December 30.

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: Contribution Form (PDF)
Timing	Call Fidelity Charitable at 1-800-262-6039

Non-publicly traded assets including private company stock, hedge fund interests, private equity, etc.
Action needed	Please 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	Wires generally take two to three business days. Please check with your financial institution. Funds must be received by December 31.

Contribution type	Action needed	Timing
Assets held at Fidelity Investments^® contributed by web, phone, fax or mail	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)	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.
Assets held at Fidelity Investments^® in a managed account	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)	Contribution request should be received by Fidelity Investments or Fidelity Charitable by December 20.
Cryptocurrency	Please call Fidelity Charitable at 1-800-262-6039, option 2.	Paperwork must be received by December 24. Assets must be received by 11:59 p.m. ET December 31.
Check	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.	Mail must be postmarked by December 31.
Control and restricted stock	Download, print and mail: Contribution Form (PDF), Donor Letter (PDF), 144/145 questionnaire (PDF) For control shares held at Fidelity, call Fidelity Charitable at 1-800-952-4438 for instructions.	Processing times can vary. To ensure proper processing, Fidelity Charitable suggests initiating this request by December 10. Assets must be received by December 31.
Electronic Funds Transfer (EFT)	Log in to your Giving Account Click on “Fund your Giving Account” and follow instructions.	Funds transfer must be initiated by 11:59 p.m. ET December 30.
Mutual funds held at a firm other than Fidelity Investments^®	Log in to your Giving Account Click on “Fund your Giving Account” and follow instructions. Download, print and mail: Contribution Form (PDF)	Call Fidelity Charitable at 1-800-262-6039
Non-publicly traded assets including private company stock, hedge fund interests, private equity, etc.	Please call 1-800-262-6039, option 2.	Varies based on asset
Physical stock certificates of publicly traded companies	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.	Must be postmarked by December 31.
Publicly traded securities other than mutual funds at a firm other than Fidelity Investments	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)	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	Download, print and mail: Contribution Form (PDF) Send one copy to your financial institution and one copy to Fidelity Charitable.	Wires generally take two to three business days. Please check with your financial institution. Funds must be received by December 31.

Year-end guidelines for making a contribution to Fidelity Charitable

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