Contributions

Fidelity Charitable accepts a wide range of financial assets to fund a Giving Account, including:

• Cash via check, electronic funds transfer (EFT), wire transfer, or a brokerage account
• Stocks and other securities, such as publicly traded stocks, mutual fund shares, or bonds
• Privately held business interests
• Other non-publicly traded assets, such as restricted stock, life insurance, or cryptocurrency

All contributions are subject to review and approval by Fidelity Charitable. Learn more about the types of assets Fidelity Charitable can accept.

Minimum contribution

*Please note that there is no minimum for subsequent contributions on any Giving Account.

Contribution confirmations and tax forms

Fidelity Charitable sends a confirmation of each contribution to the contributing party as required by law. Contribution confirmations serve as a donor’s tax receipt and should be reviewed carefully. It is the donor’s responsibility to report any errors to Fidelity Charitable. While Fidelity Charitable may provide a fair market value computation as a courtesy, donors are responsible for the value they claim as a deduction on their taxes. Please consult a tax advisor before claiming any deduction.

Note: As a courtesy, Fidelity Charitable also provides a summary of information needed for filing an IRS Form 8283 to donors who contributed publicly traded securities valued at $500 or more. 

Contribution processing

Processing times vary for different asset types. From late November until the last business day of each calendar year, special guidelines may apply in order to ensure delivery and acceptance of securities before the December 31 tax deadline for claiming a charitable tax deduction. Account Holders may need to initiate contributions early. Read the Fidelity Charitable year-end contribution guidelines for additional guidance.