Our donors help you make the world a better place

Our donors are your donors

Since 1991, Fidelity Charitable has supported more than 278,000 public charities and grants billions of dollars every year.1 We want to help you engage with the donors who support you.

1Must be an IRS-qualified 501(c)(3) public charity.


How your charity can benefit

Fidelity Charitable is the sponsor of the largest donor-advised fund program in the country. 
Our donor-advised fund is called the Giving Account, and here’s how it works:

 

Fidelity Charitable donors contribute to Fidelity Charitable

Donors recommend grants from their Giving Account to any 501(c)(3) public charities

Fidelity Charitable performs due diligence on recommended grants

Charities receive approved grants, in the form of checks or Electronic Funds Transfer

How you can connect with Fidelity Charitable donors

Do the paperwork

First, be sure your non-profit organization is in good standing with the IRS as a 501(c)(3) public charity.

Tell your story

Don’t miss out on connecting with potential donors—earn their trust by earning a GuideStar Seal of Transparency. As part of our Giving Account, donors have access to GuideStar’s premium research tools. Do you know what those donors are seeing?

Grow your donor base

Put a link to DAF Direct on your website, or include a link with your “donate now” messaging next to Mastercard, VISA and PayPal. There is no charge, and donors who already have a donor-advised fund will be able to submit their grant recommendations from your website immediately.


For more tips

The Giving Account inspires greater giving

Fidelity Charitable granted more than $5.2 billion to charities last year.2

92% of grants include the donor's name and address.2

79% of our donors volunteer.3

22019 Fidelity Charitable Giving Report
32014 Fidelity Charitable 'Time and Money, the Role of Volunteering in Philanthropy'

How to work with us efficiently

Make sure you’re eligible and your information is up to date.

  • Is your organization a 501(c)(3) public charity in good standing with the IRS?
  • Is your address and contact information accurate with the IRS and with GuideStar?
  • Find out what donors are seeing about your organization and how to encourage them to use their DAFs to support your work.

Sign up for Electronic Funds Transfer (EFT).

  • Your charity can receive grants from us by check or Electronic Funds Transfer (EFT). With EFT you will receive funds faster and with increased security and efficiency. Register today.

Don’t forget to thank your DAF donors.

  • You’ll receive a letter with the donor’s contact information to use in your thank you notes and future communications. Please do not send donors a “tax receipt”, however, as the grant is from Fidelity Charitable and therefore is not tax deductible to the person who recommended the grant.

Respond if we contact you.

  • Fidelity Charitable conducts due diligence on several aspects of donor-recommended grants, including on the purposes of the grant. This process may include a phone call or letter from us.
  • If your organization is a U.S. charity that conducts activities outside of the United States, we will also require certification from you that the funds will be used in accordance with U.S. charity laws, for proper charitable purposes. Download the certification Grants for use outside of the United States (PDF)
  • If your organization is a supporting organization, please review the guidelines.

About us

Who is Fidelity Charitable?

Fidelity Charitable is an independent, 501(c)(3) public charity. We sponsor the largest donor-advised fund program in the country. Our donor-advised fund is called the Giving Account. Last year, our donors recommended more than $5.2 billion in grants to support more than 140,000 charitable organizations in every state and around the globe.4

What is a donor-advised fund?

A donor-advised fund, or DAF, is a charitable giving vehicle sponsored by a public charity, called a “DAF sponsor” or “sponsoring organization.” Donors make a contribution to the DAF sponsor, become eligible for a tax deduction, and then recommend grants to any IRS-qualified 501(c)(3) public charity. This may be done all at once, or over time. Donors also have the opportunity to recommend how their contribution is invested, to potentially grow tax-free, which may ultimately provide more dollars for charity.

42019 Fidelity Charitable Giving Report

How Fidelity Charitable can help

The Giving Account, a donor-advised fund

Since 1991, we have been a leader in charitable planning and giving solutions, helping donors support their favorite charities in smart ways. From world-class service to expertise in handling donations of non-publicly traded assets, we have donors' needs covered.

Or call us at 1-800-262-6039