Fidelity Charitable allows you to choose the right asset at the right time to support your philanthropic strategy. We accept cash equivalents by check, wire, and electronic funds transfers; publicly traded stock and bonds; mutual fund shares; restricted stock, control person stock, or stock subject to lock–up.
Long-Term Appreciated Securities
Fidelity Charitable can potentially help you turn capital gains into charitable gains. Donating long-term appreciated securities directly to Fidelity Charitable may allow you to pay less in taxes and instead give more to charity.
Non-publicly traded assets can potentially be a tax-efficient way to give more to charity, but can be challenging to contribute. Our Complex Assets Group simplifies the process.
The Complex Assets Group accepts assets such as private company stock (S-corp, C-corp), LLC and limited partnership interests, restricted stock, real estate, and certain alternative investments.