Welcome to more effective charitable giving

Opening a Giving Account is fast and simple, and there's no minimum initial contribution required to get started. Click here to get started.

Not sure how it will work for you? Check out our demo, or open a Giving Account now and explore all the features before you decide when and what to give.

Tip: If you have a Fidelity Investments account, you'll want to make sure your personal information matches. Whether you have a Fidelity Investments account or not, you can use your personal or work email address when opening the Giving Account.

The Fidelity Charitable Giving Account has no minimum initial contribution requirement and low annual fees.

There are two types of fees for the Giving Account: an annual administrative fee and investment fees. The administrative fee is based on your Giving Account balance and covers costs for Fidelity Charitable, such as processing transactions and providing donor and nonprofit support. The investment fees are based on the mutual funds that your balance is invested in and can vary depending on your investment selection.

The annual administrative fee schedule starts at 0.60% (60 basis points) with a minimum of $100 per fiscal year (July 1 – June 30). 

Eligible Amazon employees qualify for up to a 50% discount on administrative fees but are still subject to the minimum administrative fee of $100. For the discount to apply, the eligible Amazon employee must be be the Primary Account Holder on the Giving Account, be solely invested in the Fidelity Charitable investment pools, and not enrolled in the Charitable Investment Advisor Program.

Example administrative fee based on average Giving Account balance:

The administrative fee of 0.60% is charged to the investment pool on a daily basis and affects the net asset value of the Giving Account pool holdings. If the $100 minimum has not been met at the close of the fiscal year (June 30), the Giving Account will be assessed the difference between $100 and the 0.60% fee. Such charges take place at the end of the fiscal year, and any Giving Accounts that have not been open for the full 12-month cycle will have a prorated fee.

A Giving Account that qualifies for the Amazon discount would receive any discounts owed after each quarter, in arrears.

You may contribute Amazon securities to Fidelity Charitable, but you may be subject to the Amazon Insider Trading Policy, as well as preclearance and window period requirements if applicable to you. Please visit the Amazon Insider Trading Policy FAQ for information related to gifts of Amazon securities.

By using this benefit offered by Amazon, you understand and agree that Fidelity Charitable may verify employment status on a quarterly basis by confirming personal information provided by Amazon to Fidelity Investments about full-time, active, and benefits-eligible Amazon employees as determined by your employer.

Eligible U.S. employees include those who are actively employed by Amazon in a full-time capacity and are benefits-eligible. For the discount to apply, the eligible Amazon employee must be the Primary Account Holder on the Giving Account, be solely invested in the Fidelity Charitable investment pools, and not enrolled in the Charitable Investment Advisor Program.

By opening a Giving Account as part of your company’s benefits offerings, you are consenting to share Giving Account activity at an aggregate de-identified level while you remain an employee. This may include but is not limited to total contribution amounts, total grant amounts, and the charitable sectors you give to (but not the names of the individual charities). This does not apply to any Giving Account you are listed on that is not associated with your company. You may opt out of the Employer Data Aggregation Policy at any time by calling Fidelity Charitable Donor Services at 800-952-4438.

Your Giving Account balance will be automatically credited quarterly as long as you remain eligible and your Giving Account balance meets the minimum. To see the discount, you can log in to your Giving Account online. Click "History" in the menu, then click "Statements & confirmations." The discount will appear on your statement as an "Administrative Adjustment."

Fidelity Charitable is well equipped to accept donations of many types of financial assets beyond just cash, including stocks, mutual funds, private business interests, cryptocurrency, and more. As an Amazon employee, you’ll be able to easily donate funds directly from your Fidelity Investments brokerage accounts, including vested Amazon shares you’ve held for longer than one year. Additionally, you can fund your Giving Account using assets held at other financial institutions, including Morgan Stanley and Computershare.

*Please note: Fidelity Charitable cannot accept credit card payments or payroll deductions at this time.

When you donate to Fidelity Charitable, you can take the same tax deductions as you do when donating to any other public charity.

• If you donate cash via check or by wire transfer, you're generally eligible for an income tax deduction of up to 60% of your adjusted gross income (AGI).
• However, if you have long-term appreciated assets, such as vested Amazon stock that you’ve held for more than one year, you have an opportunity to further maximize your deduction. By donating these types of assets directly to charity, you generally won't have to pay capital gains taxes, and you can take an income tax deduction in the amount of the full fair-market value, up to 30% of your AGI.

*Please note: Fidelity Charitable cannot accept credit card payments or payroll deductions at this time.

If you have Amazon stock that vested over a year ago, you could consider using those shares to fund your charitable giving and potentially enjoy tax benefits.

When you donate stock to charity, you have two opportunities to potentially reduce your taxes. First, if you itemize your deductions, you can generally take a tax deduction for the full fair-market value of the stock you donated. Second, regardless of whether or not you itemize your deductions, donating stock to charity means neither you nor the charity pays capital gains taxes associated with the appreciation—so if your stock has grown in value, it might be a prime asset to give, especially when compared to giving cash.

Keep in mind that any vested company shares you plan on donating must meet requisite holding periods to realize the most favorable tax benefits (generally, one year from the date of vesting or exercise).

That means if you have Amazon stock that vested this year, donating those shares may not be an advantageous decision since you cannot eliminate capital gains on appreciated stock held for less than one year. However, you could consider offsetting the corresponding taxes from your newly acquired Amazon stock by donating other appreciated securities in your portfolio—including shares that vested last year or earlier.

Talk to your tax advisor about the tax treatment and implications for donating these types of assets. Fidelity Charitable and Amazon do not give tax or legal advice.

With the potential for triple tax benefits—an income tax deduction, the potential to minimize capital gains taxes owed on appreciation, and potential investment growth on your charitable balance—a donor-advised fund helps you maximize the funds you’ve set aside for charity so you can potentially give more.

Plus, you can give when it makes sense for you, with the flexibility to separate the timing of tax benefits from deciding which charities to support. 

Using the Giving Account is often a cheaper giving method than using a credit card and ensures you’re providing 100% of the intended funds directly to the charity, without any added processing fees.

Fidelity Charitable make grants to 501(c)(3) IRS-qualified public charities—including your alma mater, your local food bank, or even sponsoring a friend in a charity race. Plus, giving is made easy through the Fidelity Charitable online donor portal and iOS app. Learn more about the charities you can support.

For international causes, you can recommend a grant to an American charity that works overseas or to an American intermediary charity, which may result in an additional fee.

Want to make sure your charity is eligible? Use the Fidelity Charitable demo to test-drive the granting experience, which includes selecting a charity. Though Fidelity Charitable has a robust list of IRS-qualified public charities in its database, your charity may not always appear on the donor portal. You may still be able to support charities not included in the database. Once your Giving Account is opened, you can recommend a grant and fill in the charity details. Then, the Fidelity Charitable team of experts will perform due diligence and grant review to make sure the charity is eligible. Learn more about the grant review and due diligence process. 

To initiate a contribution of appreciated securities from your Fidelity account to Fidelity Charitable, including Amazon shares from vested RSUs if you’ve selected Fidelity as your broker, please follow the steps outlined below. For optimal viewing, we recommend you keep this page up to reference, then log in to your Giving Account using a new browser or window.

You may be subject to the Amazon Insider Trading Policy when contributing Amazon shares to Fidelity Charitable. Please review the policy FAQs on Inside Amazon prior to contributing shares, including the preclearance and window period requirements if applicable to you.

Steps for initiating a transfer from a Fidelity account to Fidelity Charitable:

1. Once your Giving Account has been opened, go to Fidelity Charitable, click “Log in,” and enter your Fidelity Charitable username and password. Tip: This is the same login credential as for your Fidelity account(s). 
2. Select the “Fund your Giving Account” option on the summary page, or select the first option under “Contribute.” 
3. Choose “From a Fidelity account” as the funding source. 
4. If you have not previously enabled contributions from a Fidelity brokerage account, you will be prompted to do so. Review the terms and conditions, click the checkbox to grant authorization, and then click “Next.” 
5. Choose a method for selecting assets from any eligible Fidelity brokerage account by selecting one of the radio buttons, and then choose an account from the drop-down list and click “Next."
   • Use the “Select from all positions, including cash” method to view your securities from any eligible account. This option can be helpful if you know the tax lots of specific securities you would like to contribute. This view may display shares that are short-term held and may not be ideal for contributing.
   • Use the “Maximize the tax advantages of your donation” method to identify potential long-term appreciated securities that you might consider contributing. This option presents the tax lots of securities that have appreciated, sorted by those with the most appreciation, with the account you’ve selected. This option can be helpful if you know how much you would like to contribute but would like to ensure you’re selecting the most highly appreciated securities from among your long-term holdings. This view may not display shares that have an unknown cost basis.
6. Select the security and quantity of shares that you will be donating, and then click “Next.” 
7. Specify your investment preferences (you can always change your allocation later), and click “Next.” 
8. Review your selections before making your irrevocable charitable contribution to Fidelity Charitable, and then click “Submit.” 

What to expect after you request the transfer:

Fidelity Charitable will sell the shares and allocate the proceeds using the investment preferences you select for your Giving Account.

A contribution of stock will generally reflect as settled in your Giving Account on the third business day from the trade date; at that time, you will receive a notification from Fidelity Charitable. This means you’re able to start recommending grants to your favorite causes!

Please refer to Fidelity Charitable’s Program Guidelines for additional information on how Fidelity Charitable processes charitable contributions.

To initiate a contribution of Amazon shares from Morgan Stanley to Fidelity Charitable, please follow the steps outlined below. For optimal viewing, we recommend you keep this page up to reference and log in to your Giving Account using a new browser or window.

You may be subject to the Amazon Insider Trading Policy when contributing Amazon shares to Fidelity Charitable, as well as preclearance and window period requirements if applicable to you. Please review the policy FAQs on Inside Amazon prior to contributing shares.

Step 1: In order to process your contribution as efficiently as possible, please first notify Fidelity Charitable that you’ll be making a contribution. If you need assistance with this section, please call Fidelity Charitable at 800-262-6039. 

1. Once your Giving Account has been opened, go to Fidelity Charitable, click “Log in,” and enter your Fidelity Charitable username and password. 
2. Select the “Fund your Giving Account” option on the summary page, or select the first option under “Contribute.” 
3. Choose “From a Non-Fidelity brokerage account” as the funding source. 
4. When filling out the Letter of Instruction form, please include the following key information to ensure accuracy in processing your contribution: 
   
   • Delivering firm name: Morgan Stanley, Global Stock Plan Services
   • Delivering firm phone: 800-367-4777
   • Delivering firm address: 4343 Easton Commons, Suite 300, Columbus, OH 43219
   • Account number at delivering firm: Enter your account number at Morgan Stanley that holds the shares you would like to contribute, and then click “Next.”
5. Select the security and quantity of shares that you will be donating, and then click “Next.” Tip: Search “AMZN” under the trading symbol search. 
6. Specify your investment preferences (you can always change your allocation later), and then click “Next.” 
7. Select “I will initiate the transfer of these stocks by contacting the delivering firm and providing them with a Letter of Instruction,” and then click “Continue.” 
8. Review your selections, scroll down to review the Agreement, and click the checkbox to indicate your agreement. Then, click “Generate & print form.” Keep this Letter of Instruction for your records, as you are not required to send this form to Morgan Stanley.
9. Proceed to Step 2 below.

Step 2: Request that Morgan Stanley transfer the shares to Fidelity Charitable. If you need assistance with this section, please call the Morgan Stanley Service Center at 801-617-7471, Monday—Friday, 8:00 a.m. to 8:00 p.m. ET. 

1. Download the Morgan Stanley Letter of Authorization for Stock Transfer from the Morgan Stanley website.
2. When filling out the form, please include the following key information to ensure accuracy in processing your contribution:
   • Under Plan Type, select the “Restricted Stock” checkbox.
   • Under Part ll – Instructions section:
     • Name of Receiving Firm is National Financial Services.
     • 4-Digit DTC Number is 0226.
     • Full Account Title at Receiving Firm is your Giving Account Number and Giving Account Name.
     • Account Number at Receiving Firm is Z97-000442.
   • The number of shares you specify requires whole numbers. Partial shares are not accepted for stock contributions.
   • Provide the best phone number at which Morgan Stanley can contact you. Verbal verification of this transfer type will be required prior to processing.
3. When you’re finished, review and print the completed Letter of Authorization (separate from the Letter of Instruction in Step 1), sign it, and fax or mail it to the address provided on the form. 

What to expect after Morgan Stanley transfers the shares:

When you transfer shares from Morgan Stanley to Fidelity Charitable, Fidelity Charitable will sell the shares and allocate the proceeds using the investment preferences you select for your Giving Account.

A contribution of stock will generally reflect as settled in your Giving Account on the third business day from the trade date; at that time, you will receive a notification from Fidelity Charitable. This means you’re able to start recommending grants to your favorite causes!

Please refer to Fidelity Charitable’s Program Guidelines for additional information on how Fidelity Charitable processes charitable contributions.

To initiate a contribution of shares from a different financial institution to Fidelity Charitable, please follow the steps outlined below. For optimal viewing, we recommend you keep this page up to reference and log in to your Giving Account using a new browser or window.

You may be subject to the Amazon Insider Trading Policy when contributing Amazon shares to Fidelity Charitable. Please review the policy FAQs on Inside Amazon prior to contributing shares, including the preclearance and window period requirements if applicable to you.

Step 1: In order to process your contribution as efficiently as possible, please first notify Fidelity Charitable that you’ll be making a contribution. If you need assistance with this section, please call Fidelity Charitable at 800-262-6039. 

1. Once your Giving Account has been opened, go to Fidelity Charitable, click “Log in,” and enter your Fidelity Charitable username and password.
2. Select the “Fund your Giving Account” option on the summary page, or select the first option under “Contribute.”
3. Choose “From a Non-Fidelity brokerage account” as the funding source.
4. When filling out the Letter of Instruction form, please include the following key information to ensure accuracy in processing your contribution:
   1. Delivering firm name
   2. Delivering firm phone
   3. Delivering firm address
   4. Account number at delivering firm: Enter your account number that holds the shares you would like to contribute.
5. Select the security and quantity of shares that you will be donating, and then click “Next.”
6. Specify your investment preferences (you can always change your allocation later), and then click “Next.”
7. Select “I will initiate the transfer of these stocks by contacting the delivering firm and providing them with a Letter of Instruction,” and then click “Continue.”
8. Review your selections, scroll down to review the Agreement, and click the checkbox to indicate your agreement. Then, click “Generate & print form.” Keep this Letter of Instruction for your records, as you are not required (except as outlined below) to send this form to the financial firm.
9. Proceed to Step 2 below. 

Step 2: Contact your financial institution to transfer the shares to Fidelity Charitable.

1. For Option 1: Provide the Letter of Instruction to your financial institution.
2. For Option 2: Complete the steps to authorize Fidelity Charitable to initiate the transfer of assets.

What to expect after the shares have been transferred:

Once the shares have been received, Fidelity Charitable will sell the shares and allocate the proceeds using the investment preferences you select for your Giving Account.

A contribution of stock will generally reflect as settled in your Giving Account on the third business day from the trade date; at that time, you will receive a notification from Fidelity Charitable. This means you’re able to start recommending grants to your favorite causes!

Please refer to Fidelity Charitable’s Program Guidelines for additional information on how Fidelity Charitable processes charitable contributions.

Fidelity Charitable will accept contributions from your personal savings or checking accounts with any U.S. bank. Your Social Security number should match the corresponding Social Security number on your bank account. Please follow these steps to set up electronic funds transfer contributions from your bank account.

1. Once your Giving Account has been opened, go to Fidelity Charitable, click “Log in” and enter your Fidelity Charitable username and password.
2. Select the “Fund your Giving Account” option on the summary page, or select the first option under “Contribute.”
3. Choose “Electronic Funds Transfer from a bank” as the funding source.
4. Select “Add a bank account,” and then follow the instructions to enter your bank account information. Review the donor agreement, and then click “Save.”
5. Once your bank account has been linked, enter the amount you would like to contribute from your bank account to your Giving Account in the “Amount” field.
6. Select the timing of your contribution using the “Timing” dropdown menu.
   1. Choosing “ASAP” will initiate your contribution.
   2. Choosing “Recurring” will open a pop-up window where you can set up an automatic, recurring contribution. Choose your frequency, start date, and end date, and then click “Save & continue.”
7. Click “Next,” specify your investment preferences (you can always change your allocation later), and then click “Next.”
8. Review your selections before making your irrevocable charitable contribution to Fidelity Charitable, including bank details and investment selections. Then, review the donor agreement and check the box to agree with the requirements. Next, click “Submit.” 

Fidelity Charitable has a Donor Help Center to answer common questions about using the Giving Account. Additionally, the Fidelity Charitable website is a great resource. If you'd like to speak with a charitable representative, please call Fidelity Charitable at 1-800-262-6039.

For Amazon benefit questions, access My HR for more information on donor-advised funds. You can also start a live chat or phone call via My HR to speak to a representative.