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  • Fidelity Charitable Organization Electronic Funds Transfer Enrollment Form 2018

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When you contribute cash, securities or other assets to a donor-advised fund at a public charity, like Fidelity Charitable, you are generally eligible to take an immediate tax deduction. Then those funds can be invested for tax-free growth, and you can recommend grants to virtually any IRS-qualified public charity.

Fidelity Charitable accepts many types of assets, including cash, stocks and more. Once you make a contribution to Fidelity Charitable, you'll receive a tax receipt. To be eligible for a yearly tax deduction, you may need to initiate your donation early.

The Fidelity Charitable Trustees have set a minimum grant amount of $50 to maintain cost-effectiveness and encourage charitable giving.

Each individual Giving Account® is assessed a fee of 0.60% of Giving Account® assets or $100, whichever is greater. The administrative fee covers our costs, like processing contributions and grant recommendations, and providing donor support. We are proud to have one of the lowest fees of any donor-advised fund.

Donor Advised Funds are enormously popular charitable giving vehicles—known for their ease and flexibility. Through a Donor Advised Fund, individuals can make a charitable contribution, receive an immediate tax deduction, and then recommend grants from the fund over time.

Fidelity Charitable is a 501(c)(3) public charity. We help donors maximize their generosity through our donor-advised fund, called the Giving Account. Established in 1991, we are the nation's top grantmaker, distributing $11.2 billion to charities in 2022.

Go to FidelityCharitable.org or call 800-952-4438. Deliver all eligible securities per these instructions. Shares should be transferred in kind and are not to be liquidated. A Contribution Form must accompany all contributed securities.

the tax-smart way to donate to your favorite charities. When you contribute to Fidelity Charitable, you're eligible for an immediate tax deduction. 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.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232