The Giving Account
Learn about our donor-advised fund
Research & Insights
Discover the latest trends and content on giving
Guidance
Expert guidance on your giving strategy
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 |
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Action needed |
Log in to your Giving Account |
Timing |
Web contributions must be received by 11:59 p.m. ET December
31. |
Assets held at Fidelity Investments in a managed account |
|
---|---|
Action needed |
Call your financial consultant at your local Fidelity Investments Center |
Timing |
Contribution request should be received by Fidelity Investments by December 18.
Assets must be received by 11:59 p.m. ET December 31. |
Cryptocurrency |
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---|---|
Action needed |
Call Fidelity Charitable at |
Timing |
Contribution request should be received by Fidelity Investments by December 24.
Assets must be received by 11:59 p.m. ET December 31. |
Check |
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---|---|
Action needed |
Download, print and mail: |
Timing |
Mail must be postmarked by December 31. |
Control and restricted stock |
|
---|---|
Action needed |
Call 1-800-262-6039, option 2. |
Timing |
Paperwork should be received by December 1. |
Electronic Funds Transfer (EFT) |
|
---|---|
Action needed |
Log in to your Giving Account |
Timing |
Funds transfer must be initiated by 11:59 p.m. ET December 31. |
Mutual funds held at a firm other than Fidelity Investments |
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---|---|
Action needed |
Log in to your Giving Account |
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.
|
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: |
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 |
Timing |
Processing times can vary but typically will take two weeks. Please check with
your financial firm. |
Wire Transfer |
|
---|---|
Action needed |
Download, print and mail: |
Timing |
Funds must be received by 11:59 p.m. ET 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 |
Web contributions must be received by 11:59 p.m. ET December
31. |
Assets held at Fidelity Investments in a managed account |
Call your financial consultant at your local Fidelity Investments Center |
Contribution request should be received by Fidelity Investments by December 18.
Assets must be received by 11:59 p.m. ET December 31. |
Cryptocurrency |
Call Fidelity Charitable at |
Contribution request should be received by Fidelity Investments by December 24.
Assets must be received by 11:59 p.m. ET December 31. |
Check |
Download, print and mail: |
Mail must be postmarked by December 31. |
Control and restricted stock |
Call 1-800-262-6039, option 2. |
Paperwork should be received by December 1. |
Electronic Funds Transfer (EFT) |
Log in to your Giving Account |
Funds transfer must be initiated by 11:59 p.m. ET December 31. |
Mutual funds held at a firm other than Fidelity Investments |
Log in to your Giving Account |
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.
|
Non-publicly traded assets including private company stock, hedge fund interests, private equity, etc. |
Call 1-800-262-6039, option 2. |
Varies based on asset. |
Physical stock certificates of publicly traded companies |
Download, print and mail: |
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 |
Processing times can vary but typically will take two weeks. Please check with your
financial firm. |
Wire Transfer |
Download, print and mail: |
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