Contributing securities directly to Fidelity Charitable could mean reduced taxes for you and more dollars for the causes you support. When you contribute long-term appreciated securities to charity, you have two choices:
When you contribute securities to Fidelity Charitable, the full proceeds from the sale of the shares is credited to your Giving Account and is then available to you for charitable giving purposes. To see the potential impact of such a contribution, try using this calculator.
Click Calculate to view a chart that compares the after-tax benefits of contributing long-term appreciated securities versus selling the securities, and contributing the proceeds of the sale.
NOTE: This calculator is not designed to show the value of securities without appreciation.
Enter the estimated fair market value of the shares you would like to contribute, your federal marginal income tax rate, your federal long-term capital gains rate and the cost basis of the shares you are contributing.
All fields required.
You reduce your taxes by an extra and the charity receives an additional .
to Fidelity Charitable
and donate proceeds
|Fair market value of proposed donation|
|Long term capital gains tax paid|
|Charitable contribution / your charitable deduction|
|Total donor tax savings1||