How the Giving Account works
A donor-advised fund, or DAF, is like a charitable investment account for the sole purpose of supporting charitable organizations you care about. Donate when the timing is right for you and support charities over time.
Give.
Contribute and qualify for a tax deduction
Donate cash, stock, or other appreciated assets and claim an immediate tax deduction, even before you’ve chosen where to give.
Grow.
Invest for your charitable dollars to go further
Your contribution is invested based on your preferences and may grow tax-free over time, helping your charitable dollars go further.
Grant.
Donate to any eligible charity over time
Support the causes you care about when you're ready or set up recurring grant recommendations for ongoing support.
Stay connected to your giving
The Giving Account can bring your charitable giving together in one place.
- Contribute to your Giving Account
- Research charities
- Recommend grants
- Choose investments
- View giving history
Why choose a Giving Account
Designed to make tax-smart giving easier, so you can focus on making a difference.
Explore the benefits of a Giving Account
Tax-smart giving made simple
Support the causes you care about with an account designed to maximize your philanthropic impact.
Give beyond cash
Contribute appreciated stock and other assets that can help you make the most of tax benefits.
Investment options
Choose from 20+ investment options that may help your charitable dollars grow tax-free over time.
Support any eligible 501(c)(3) public charity
Recommend grants to qualified nonprofits through a flexible approach to charitable giving.
Help your clients give more strategically
Fidelity Charitable helps you support clients' charitable goals with tax-smart giving solutions, digital tools, and charitable expertise.
Manage your clients’ giving
Use GivingCentral, our advisor platform, to manage accounts, contributions, and grants with ease.
Access charitable expertise
Connect with charitable planning specialists and teams equipped to support more complex giving needs.
Strengthen your practice
Leverage practice management resources and insights to enhance charitable planning conversations.
Support your business and community goals
Make more of a difference through a simplified approach to corporate giving and employee engagement.
Flexible giving
Support your charitable goals now and over time through a tax-smart Corporate Giving Account.
Simplified administration
We handle the administrative details, due diligence, and reporting so your team can focus on impact.
Dedicated service
Work with an account manager who will help you with your program.
Is a donor-advised fund right for you?
Our quiz can help you decide
Just answer a few questions, like how long you hope to contribute, the amounts, and your risk tolerance.
News and guidance
Discover the latest trends and content on giving
Ready to get started?
Opening a Giving Account is fast and easy, and there is no minimum initial contribution.
Or call us at 800-262-6039