Contribution processing guidelines and timelines

Stocks held in a Fidelity brokerage account

Indicate online which stocks to contribute

Generally transferred and processed same day if instructions are received at least 15 minutes prior to market close

Non-Fidelity mutual funds held in a Fidelity brokerage account

Indicate online which mutual funds to contribute

• Generally transferred and processed on the same business day if instructions are received at least 15 minutes prior to market close
• Networking funds will generally be processed on the next business day

Stocks held at a financial institution other than Fidelity

• Input information online
• Send pre-filled Letter of Instruction to Fidelity Charitable with a copy of your most recent statement

• Generally 2 weeks for your financial institution to process the transfer request
• Once Fidelity Charitable receives stocks, they will generally be processed within one business day

Mutual funds held at a financial institution other than Fidelity

• Input information online
• Send pre-filled Letter of Instruction to Fidelity Charitable with a copy of your most recent statement

• Generally 4-6 weeks for Fidelity Charitable to coordinate the transfer with your financial institution
• Once Fidelity Charitable receives mutual funds, they will generally be processed within one business day
• Networking funds will generally be processed on the next business day

Electronic Funds Transfer

Set up Electronic Funds Transfer online by providing your bank account information during the contribution process

• Generally 1-3 business days for your bank to process the request; up to 5 business days for initial contribution
• Generally processed same day if received by 4 p.m. Eastern Time

Check

• Mail check and Contribution form to Fidelity Charitable
• Include Giving Account number on the memo line of the check

• Days it takes U.S. Mail to be delivered
• Once Fidelity Charitable receives check, it will generally be processed within one business day

Wire

• Work with your financial institution to initiate the wire. Fidelity Charitable will not initiate this wire transfer.

Wire instructions:

Wire to: JPMorgan Chase Bank
ABA: 021000021
For Credit to: NFS 066196-221
FBO: Fidelity Charitable Z97000442
Memo: CGF#­­­_______
*The wire will be rejected if necessary account numbers are not provided, which may incur a fee from your bank.

Mail or fax a completed Contribution Form to Fidelity Charitable

Send one copy to your financial institution and one copy to Fidelity Charitable.

• Depending on the timing of your financial institution to process the request
• Generally Fidelity Charitable will process same day if received at least 15 minutes prior to market close

Bitcoin

Call Fidelity Charitable at 
1-800-262-6039.

Varies

Non-publicly traded assets including private company stock, hedge fund interests, private equity, etc.

Call Fidelity Charitable at 
1-800-262-6039.

Varies based on asset