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
2023 Guidelines coming soon.
Assets held at Fidelity Investments® contributed by web, phone, fax or mail
Assets held in an account professionally managed by Fidelity Investments®
Cryptocurrency
Check
Download, print and mail:
Contribution Form
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.
Control and restricted stock
Download, print and mail:
For control shares held at Fidelity, call Fidelity Charitable at 1-800-952-4438 for instructions.
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.
Electronic Funds Transfer (EFT)
Log in to your Giving Account
Click on "Fund your Giving Account" and follow the instructions.
Mutual funds held at a firm other than Fidelity Investments®
Processing times can vary but typically will take two to six weeks. To ensure proper processing, Fidelity Charitable suggests initiating this request by November 14.
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.
Non-publicly traded assets including private company stock, hedge fund interests, private equity, etc.
Call Fidelity Charitable at 1-800-262-6039, option 2.
Varies based on asset.
Physical stock certificates of publicly traded companies
Download, print and mail:
Please note: This form is only needed if you can’t endorse certificate.
Publicly traded securities other than mutual funds at a firm other than Fidelity Investments
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.
Wire Transfer
Wire instructions:
Wire to: JPMorgan Chase Bank
ABA: 021000021
For Credit to: NFS 066196-221
FBO: Fidelity Charitable Z97000442
Memo: CGF#_______
*The wire will be rejected if necessary account numbers are not provided, which may incur a fee from your bank.
Mail or fax a completed Contribution Form to Fidelity Charitable
Send one copy to your financial institution and one copy to Fidelity Charitable.
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 1-800-262-6039