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2024 year-end contribution guidelines

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: 800-952-4438
Fax: 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 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.
 
Fax must be received by
11:59 p.m. ET December 31.
Fax to 877-665-4274.
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
Web contributions must be initiated online by 11:59 p.m. ET December 31.
 
Phone contribution requests should be received by Fidelity Investments or Fidelity Charitable by December 13.
 
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 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 2. 

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 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

 

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 14.

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 and alternative investments, etc

Action needed

Please call Fidelity Charitable at 800-262-6039, option 2.

Timing

Varies based on asset.

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 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

 

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

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.