Upgrade your browser to improve your experience. See recommended browsers

What you can donate

Year-end tax date guidelines for making a contribution to Fidelity Charitable

Fidelity Charitable accepts many types of assets, including cash, stocks and more. Once you make a contribution to Fidelity Charitable, you’ll receive a tax receipt. To be eligible for a yearly tax deduction, you may need to initiate your donation as early as November. While some assets take longer to accept and process than others, these dates are meant to be used as guidelines. Please call us with any questions regarding which assets we accept and the time required for acceptance and processing.

Call: 1-800-952-4438
Fax: 1-877-665-4274

Mail forms to:
Fidelity Charitable
P.O. Box 770001
Cincinnati, OH 45277-053

For overnight delivery:
Fidelity Charitable
100 Crosby Parkway
Mail Zone KC1D-FCS
Covington, KY 41015-9325

Control and restricted stock

Date

Please call us today so we can walk through the next steps to meet the December 31 deadline.

By Mail

Download, print, & mail:
Contribution Form (PDF)
Donor Letter (PDF)
144/145 questionnaire (PDF)

Initiate Online

Not available online

Mutual funds held outside Fidelity Investments

Date

Please call us today so we can walk through the next steps to meet the December 31 deadline.

By Mail

Download, print, & mail:
Contribution Form (PDF)

Initiate Online

Log in to your Giving Account
Click on "Fund your Giving Account"
Follow instructions
Download, print & mail the Letter of Instruction Form

Public securities outside Fidelity Investments when contributed via Fidelity Charitable

Date

Please call us today so we can walk through the next steps to meet the December 31 deadline.

By Mail

Download, print, & mail:
Contribution Form (PDF)

Initiate Online

Log in to your Giving Account
Click on "Fund your Giving Account"
Follow instructions
Download, print & mail the Letter of Instruction Form

Public securities outside Fidelity Investments when contributed via outside firm

Date

Please call us today so we can walk through the next steps to meet the December 31 deadline.

By Mail

Download, print, & mail:
Contribution Form (PDF)

Initiate Online

Log in to your Giving Account
Click on "Fund your Giving Account"
Follow instructions
Download, print & mail the Letter of Instruction Form

Assets held at Fidelity Investments (contribute by mail)

Date

Please call us today so we can walk through the next steps to meet the December 31 deadline.

By Mail

Download, print, & mail:
Contribution Form (PDF)

Bitcoin

Date

Please call us today so we can walk through the next steps to meet the December 31 deadline.

By Mail

Call Fidelity Charitable at
1-800-262-6039.

Wire Transfer

Date

Please call us today so we can walk through the next steps to meet the December 31 deadline.

By Mail

Download, print, & mail:
Contribution Form (PDF)
Send one copy to your financial institution and one copy to Fidelity Charitable

Initiate Online

Log in to your Giving Account
Click on "Fund your Giving Account"
Follow instructions
Download, print & mail the Letter of Instruction Form

Assets held at Fidelity Investments (contribute by web, fax or phone)

Date

December 31*

*For contributions listed in this section that are to be mailed, the item must be postmarked no later than December 31

By Mail

Download, print, & fax:
Contribution Form (PDF)
Fax to 1-877-665-4274

If you have a Letter of authorization (PDF) on file, you may also call
1-800-952-4438 to contribute.

Initiate Online

Log in to your Giving Account
Click on "Fund your Giving Account"
Follow instructions

Check

Date

December 31*

*For contributions listed in this section that are to be mailed, the item must be postmarked no later than December 31

By Mail

Download, print, & mail:
Contribution Form (PDF)

Please write your Giving Account number on your check and mail the check with the form.

Initiate Online

Log in to your Giving Account
Click on "Fund your Giving Account"
Follow instructions
Download, print & mail the Letter of Instruction Form

Please write your Giving Account number on your check and mail the check with the form.

ACH

Date

December 31*

*For contributions listed in this section that are to be mailed, the item must be postmarked no later than December 31

Initiate Online

Log in to your Giving Account
Click on "Fund your Giving Account"
Follow instructions

Stock Certificates

Date

December 31*

*For contributions listed in this section that are to be mailed, the item must be postmarked no later than December 31

By Mail

Download, print, & mail:
Contribution Form (PDF)
Irrevocable Stock or Bond Power Form (PDF)

Initiate Online

Log in to your Giving Account
Click on "Fund your Giving Account"
Follow instructions
Download, print & mail the Letter of Instruction Form and the Irrevocable Stock or Bond Power Form (PDF)

Ready to get started?

Establishing your Giving Account is easy and only takes 5 minutes.

All you need is your Social Security number and, when you're ready, a $5,000 minimum donation.

Set up a Giving Account

Or call us at 1-800-262-6039