Forms

Giving Account Forms
Policies

Fidelity Charitable Policy Guidelines (PDF) Important policies, procedures, and benefits associated with setting up and maintaining a Giving Account.

Set Up a Giving Account

Set up a Giving Account online >
Fill out the application form online to receive a Giving Account number and start the initial contribution process immediately.

Or download a Donor Application (PDF) Print the application. Complete and sign it, then fax or mail it.

Complete the attached Letter of Instruction to contribute mutual funds and securities held at firms other than Fidelity. This letter will be pre-filled if you use the online contribution option when you Set up a Giving Account online >.

Letter of Authorization (PDF) for Fidelity Brokerage Customers Complete the one-time Letter of Authorization to make contributions from your non-retirement Fidelity brokerage account to Fidelity Charitable. You can submit it online when you make a contribution, or you can print the attached form, complete and sign it, then fax or mail it.

Corporate Giving
Download an Organization Giving Account Application (PDF) and follow the instructions. Complete the attached Letter of Instruction to contribute mutual funds and securities held at firms other than Fidelity. Call to speak with a representative: 800-682-4438.

Making contributions

Log in to the Giving Account > to:

  • Contribute securities or mutual funds from a Fidelity brokerage account
  • Start the process for securities and mutual funds held outside of Fidelity

Or download a Contribution Form (PDF) Print the form. Complete and sign it, then fax or mail it.

Complete the attached Letter of Instruction to contribute mutual funds and securities held at firms other than Fidelity. This letter will be pre-filled if you use the online contribution option. Log in to pre-fill

Irrevocable Stock or Bond Power Form (PDF) Required for contributions of physical stock or bond certificates. This form must be completed, signed and attached to the certificate.

To contribute restricted stock, or if you are contributing stock where you are a "control person," download and complete these forms, and then fax or mail them:Donor Letter (PDF) 144/145 Questionnaire (PDF)

To contribute a non-publicly traded asset: Download a Letter of Understanding (PDF)

Download instructions for contributions initiated by a Broker-Dealer (PDF)

Recommending grants

Log in to the Giving Account to recommend grants online

Or download a Giving Account Grant Recommendation Form (PDF) Print the form. Complete and sign it, then fax or mail it.

Giving Account access

Giving Account Access Form (PDF) This form allows you to authorize an individual, such as your financial advisor or another interested party, to obtain information or perform transactions on your behalf.

Firm Access Form (PDF) This form allows an advisory firm to enable a team of their associates to access a Giving Account, in accordance with the Advisor Authorization level selected by the Account Holder.

Your advisor's firm can also register online for firm-wide access.

Giving Account changes

Giving Account Change Form (PDF) This form allows you to make changes to the personal information associated with the Giving Account, add additional donors, and add or change successor elections. If you prefer, you may also log in to change your address or successor information online >

Endowed Giving Program

Endowed Giving Program Form (PDF) Use this form to create an ongoing giving plan to begin after your lifetime. Learn more about the Endowed Giving Program.

Call for Assistance

Please call for help with a Giving Account:
800-952-4438

PDFs require Adobe® Reader®.

Complete Forms Online

You can enter your information online into our Giving Account forms using Adobe® Reader® 7.0 and above.

Complete forms then mail in or fax per form instructions.