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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

Assets held at Fidelity Investments contributed by mail or by phone

Date to initiate transaction

December 31*

*Items mailed must be postmarked no later than December 31.

Action needed

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

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

Assets held at Fidelity Investments contributed by web or fax

Date to initiate transaction

December 31

Action needed

Log in to your Giving Account
Click on "Fund your Giving Account" and follow instructions.

or

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.

Bitcoin

Date to initiate transaction

December 22

Action needed

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

Check

Date to initiate transaction

December 30*

*Items mailed must be postmarked no later than December 30.

Action needed

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

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

Control and restricted stock

Date to initiate transaction

December 11

Action needed

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

Electronic Funds Transfer (EFT)

Date to initiate transaction

December 28

Action needed

Log in to your Giving Account
Click on "Fund your Giving Account" and follow instructions.

Mutual funds held at a firm other than Fidelity Investments

Date to initiate transaction

November 27

Action needed

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

or

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

Non-publicly traded assets including private company stock, hedge fund interests, private equity, etc.

Date to initiate transaction

Varies based on asset

Action needed

Please call 1-800-262-6039.

Physical stock certificates of publicly traded companies

Date to initiate transaction

December 30*

*Items mailed must be postmarked no later than December 31.

Action needed

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

Publicly traded securities at a firm other than Fidelity Investments

Date to initiate transaction

December 26
When transfer is initiated by a firm other than Fidelity Investments

Shares must be at Fidelity Charitable by December 29

Action needed

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

or

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

Wire Transfer

Date to initiate transaction

December 29

Action needed

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

Note: December 31, 2017 is a Sunday; please plan accordingly for mailed items.

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.

Open a Giving Account

Or call us at 1-800-262-6039