Fidelity Charitable

How the Giving Account works

What if there was a simplified, tax-smart account for charitable giving that empowered you to give more to the causes you care about—all from one convenient platform? That’s the power of a donor-advised fund. (02:23)

Give.

When you contribute to Fidelity Charitable, you’re eligible for an immediate tax deduction.

Grow.

Your contribution is also invested based on your preferences, so it has the potential to grow tax-free while you decide which charities to support.

Grant.

Because a Fidelity Charitable Giving Account is a donor-advised fund, you advise us on granting the money out to your favorite charities.

Details and costs

How the Giving Account works

What if you could support all your favorite charities with just one donation? That's the power of a donor-advised fund. Ours is called the Giving Account. (02:43)

Give.

When you contribute to Fidelity Charitable, you’re eligible for an immediate tax deduction.

Grow.

Your contribution is also invested based on your preferences, so it has the potential to grow tax-free while you decide which charities to support.

Grant.

Because a Fidelity Charitable Giving Account is a donor-advised fund, you advise us on granting the money out to your favorite charities.

Details and costs

Benefits of a Giving Account

Give more. Save more.
Because you can fund the Giving Account with cash, appreciated stock or even non-publicly traded assets like private business interests, you can potentially increase your tax savings and give more to the causes you care about most. Fidelity Charitable makes monetizing these assets for charity simple and easy.

Take your time to research the charities you want to support fully
Giving through Fidelity Charitable makes you eligible to claim an immediate tax deduction while taking the time to explore the causes and organizations you want to support. No rushing around, which could take the joy out of giving.

Giving is made easy
Our leading-edge donor platform allows you to view Giving Account history and statements, plus you can recommend grants anytime. Our mobile app even lets you recommend grants from your phone while on the go.

Benefits of a Giving Account

Give more. Save more.
Because you can fund the Giving Account with cash, appreciated stock or even non-publicly traded assets like private business interests, you can potentially increase your tax savings and give more to the causes you care about most. Fidelity Charitable makes monetizing these assets for charity simple and easy.

Take your time to research the charities you want to support
Giving through Fidelity Charitable makes you eligible to claim an immediate tax deduction while taking the time to explore the causes and organizations you want to support. No rushing around, which could take the joy out of giving.

Giving is made easy
Our leading-edge donor platform allows you to view Giving Account history and statements, plus you can recommend grants anytime. Our mobile app even lets you recommend grants from your phone while on the go.