What you can donate

Fidelity Charitable accepts a wide range of financial assets, from cash to stocks and securities to non-publicly traded assets like private business interests.

Assets accepted:

Stocks & other securities

Publicly traded stocks
Mutual fund shares
Bonds

Learn about donating stocks

Privately held business interests

Other non-publicly traded assets

Bitcoin and other cryptocurrencies
Restricted stocks
Retirement assets
Private equity
Life insurance, hedge fund interests, oil and gas royalty interests

Donating cash assets

Donating cash is simple, with several delivery options:

Check
Electronic Funds Transfer (ETF)
Wire transfer
Cash position from a brokerage account

Learn about donating cash

Unlike most charities, Fidelity Charitable provides complimentary service* from our team of experts to help you make a charitable contribution of your assets smoothly and efficiently.

*Each Giving Account is subject to a standard administrative fee. There is no additional charge for contributions of non-publicly traded assets.

Important deadlines

Benefits of donating appreciated assets

By donating long-term appreciated securities or other non-publicly traded assets directly to a donor-advised fund, you may potentially:

Eliminate capital gains taxes and the Medicare surtax, which combined could be up to 23.8%.

Maximize your support to your favorite charities.

Take an income tax deduction in the amount of the full fair market value* if you itemize your deductions.

*For contributions of complex or non-publicly traded assets, generally fair market value is determined by a qualified appraiser in compliance with the IRS.

Donating appreciated assets to charity

Learn more about the benefits of donating your appreciated assets directly to a public charity, such as Fidelity Charitable, which administers a donor-advised fund program.

Ready to make more of a difference?

Open a Giving Account

Don’t see what you’re looking for? Call us at 800-262-6039

What makes Fidelity Charitable unique?

In-house expertise

Our dedicated team of experts has 85 years of combined experience. With this unmatched expertise, we turn contributed assets into proceeds for grantmaking in record time: 65 days on average from acceptance to liquidity.

Volume

Every year we receive an average of 500 complex asset contributions. Each one of them is handled with diligence and by leveraging our experts’ deep knowledge of IRS rules and regulations.

Credibility and trustworthiness

As a trusted resource, Fidelity Charitable will work with your financial advisor to think through a variety of scenarios, helping to facilitate your charitable giving plan.