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