Appreciated Securities Tool for Fidelity Brokerage Customers
Why Give Appreciated Securities?
Instead of selling the assets and then donating the proceeds, consider contributing the securities directly to a charity — like Fidelity Charitable.
You may be eligible to receive a tax deduction for the Fair Market Value of the appreciated securities. You will also avoid paying taxes on the appreciation in value of the donated securities.
This tool helps Fidelity brokerage customers:
- See the appreciation of their long-term held securities
- Model the tax savings they could realize if they were to donate those securities to charity
What This Tool Shows You
The Appreciated Securities Tool looks through your taxable (non-retirement) Fidelity brokerage accounts and presents the tax lots of securities that have appreciated, sorted by those with the most appreciation.
How to Use This Tool
Fidelity Brokerage Customers:
- Log in to Fidelity.com then come back to this page on CharitableGift.org.
- If you are already logged in, launch the tool now >
Fidelity Charitable Donors:
- Log in to your Giving Account and select Contribute from the Select Action dropdown.
Important Information About This Tool
By using the Appreciated Securities Tool ("Tool"), you represent that you have read and understand the information in the Methodology. This Tool is designed for educational purposes only, and you should not rely on it as the primary basis for your investment, financial, or tax planning decisions. You may reject or accept the Tool's results as you see fit. Please consult your tax or investment advisor, if applicable.
The results generated by the Tool may change over time due to changes in your portfolio or market conditions. You may wish to return to the Tool periodically for updated results.
Software problems can occur. As with any software program, the Tool may not operate or deliver the results as intended and we cannot be responsible for errors in functionality.
Be sure you’re logged in to Fidelity.com