How often do I have to recommend a grant?

A grant every two years is required to fulfill the minimum granting requirement. If no grants are distributed from a Giving Account for one year, Fidelity Charitable will make every effort to contact the Account Holder to encourage grant recommendations from the Giving Account.

After two years in which no grants are distributed from a Giving Account, Fidelity Charitable will grant 5% from the Giving Account balance to an IRS-qualified public charity approved by the Trustees of Fidelity Charitable.

Fidelity Charitable will make every effort to contact you regarding your inactive Giving Account and you will continue to receive notifications until your grant recommendation clears with the charity. If you received a notification that a grant recommendation is still required but recently submitted a recommendation that was approved, please allow time for our system to update.