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Charitable Giving

Charitable donations can be an important part of your tax strategy while also helping causes you care about. Donor-advised funds are convenient and among the most beneficial ways to give, as they may offer greater flexibility in the type of assets you can contribute, which may lead to greater tax savings.

Convenient ways to give

How to build a giving strategy

This list of steps can help you get ready to give. Learn to use your own goals and preferences to evaluate which causes you'd like to support, create a giving mission statement, and research specific organizations.

The Giving Account®

The Giving Account® is the donor-advised fund program from Fidelity Charitable®. It allows you to donate to Fidelity Charitable, itself an independent 501(c)(3) public charity, which then donates to the charities of your choice.

Unlike a private foundation, there are no start-up costs or complex administration responsibilities and you can easily allocate your gifts among multiple charities.

Advantages of donor-advised funds

Donor-advised funds like the Giving Account® have many advantages over other ways of giving, including:

  • One consolidated tax receipt.
  • Potentially easier donation of long-term appreciated securities.
  • The ability to take a tax deduction now and decide how to allocate your donation later.
  • The option of giving grants anonymously to charities.

How the Giving Account® works

Questions?

Charitable contribution calculators & tools

  • Appreciated Securities Tool lock_green

    Identify potential long-term appreciated securities in your Fidelity brokerage account that you might consider contributing to charity.

See all charitable contribution calculators & tools.

Information provided is general and educational in nature. It is not intended to be, and should not be construed as, legal or tax advice. The Gift Fund does not provide legal or tax advice. Content provided relates to taxation at the federal level only. Availability of certain federal income tax deductions may depend on whether you itemize deductions. Rules and regulations regarding tax deductions for charitable giving vary at the state level, and laws of a specific state or laws relevant to a particular situation may affect the applicability, accuracy, or completeness of the information provided. Charitable contributions of capital gain property held for more than one year are usually deductible at fair market value. Deductions for capital gain property held for one year or less are usually limited to cost basis. Consult an attorney or tax advisor regarding your specific legal or tax situation.

Fidelity Charitable is the brand name for the Fidelity Charitable Gift Fund, an independent public charity with a donor-advised fund program. Various Fidelity companies provide investment management and administrative services to Fidelity Charitable. The Fidelity Charitable logo is a service mark of FMR LLC and Giving Account is a registered service mark of the Trustees of Fidelity Charitable. Fidelity and Fidelity Investments are registered service marks of FMR LLC used by Fidelity Charitable under license.
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