Open a Giving Account in just 5 minutes

Here's what you need:

Social security number for all Account Holders
A name for your Giving Account, like “The Robinson Family Gift Fund”

After opening the Giving Account, contribute the $5,000 minimum donation online to become eligible for an immediate tax deduction. Use a variety of sources to fund the Giving Account including cash, check, wire transfer, or electronic funds transfer from a bank or brokerage account. Other assets can be used to fund the Giving Account such as non-publicly traded stock, life insurance policies, bitcoin and more, by calling 1-800-262-6039.

The Giving Account has the potential for your contribution to grow tax-free, resulting in additional support for your favorite charities. After funding the Giving Account, recommend investments by choosing from a variety of investment pools based on your philanthropic goals and risk tolerance. Monitor the investments over time and modify the allocations accordingly.

Support virtually any IRS qualified public charity with a minimum grant recommendation amount of $50. Recommending grants to charities is easy using your online account, our iOS App, or by calling us. We’ll take care of the rest including validating that the charity is in good standing and meets our granting guidelines, sending the grants, and recording the grant in your account for easy recordkeeping.

Fund the account

After opening the Giving Account, contribute the $5,000 minimum donation online to become eligible for an immediate tax deduction. Use a variety of sources to fund the Giving Account including cash, check, wire transfer, or electronic funds transfer from a bank or brokerage account. Other assets can be used to fund the Giving Account such as non-publicly traded stock, life insurance policies, bitcoin and more, by calling 1-800-262-6039.

Invest to grow

The Giving Account has the potential for your contribution to grow tax-free, resulting in additional support for your favorite charities. After funding the Giving Account, recommend investments by choosing from a variety of investment pools based on your philanthropic goals and risk tolerance. Monitor the investments over time and modify the allocations accordingly.

Support charities

Support virtually any IRS qualified public charity with a minimum grant recommendation amount of $50. Recommending grants to charities is easy using your online account, our iOS App, or by calling us. We’ll take care of the rest including validating that the charity is in good standing and meets our granting guidelines, sending the grants, and recording the grant in your account for easy recordkeeping.

What makes us unique?

Low cost

The Giving Account has one of the lowest annual fees and initial minimum donations of any donor-advised fund. With fees typically only 1% of the Giving Account balance, we make giving more cost effective than giving through a credit card or private foundation, so more money goes to the causes you care about.

What it costs

Easy to donate

We make it easy to turn your portfolio into a life-changing gift. Our team is comprised of experts well-versed in accepting a wide variety of assets to fund a Giving Account, including cash, stocks, mutual funds, bitcoin and more.

What you can donate

Simple to support charities

As soon as your donation is received by Fidelity Charitable and recorded into the Giving Account, you can easily recommend a grant with your donated funds to IRS-qualified public charities with a minimum grant amount of just $50.

Charities you can support

Alternatively, you can print an application or call us at 1-800-262-6039.

If opening a Giving Account for your organization, download the organization application.