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  • Fidelity Charitable Gift Fund Giving Account Access Form

Get Fidelity Charitable Gift Fund Giving Account Access Form

0 or above. Save Print Fidelity Charitable SM Giving Account Access Form This form allows Account Holders to authorize a professional advisor (e.g., CPA, attorney, nancial advisor) or a non-advisor (e.g., family member, friend, assistant, power of attorney) to have access to their Giving Account . To authorize a professional advisor, complete Sections 1, 2, and 4. To authorize a non-advisor, complete Sections 1, 3, and 4. All elds are required unless noted. 1 ACCOUNT HOLDER INFO.

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The Giving Account program allows you to dedicate money to charitable purposes in a uniquely convenient and effective way. You can support your favorite charities on a flexible timetable, while maximizing your tax savings, so you can potentially give more to the causes that are important to you, when they need it most.

How do I contact Fidelity Charitable? You can contact us with questions at 800-952-4438, option 4, Monday–Friday from 8:30 a.m.–6:30 p.m. ET.

Minimum granting Fidelity Charitable considers grant recommendations of $50 or more, or the balance of the Giving Account, whichever is less. Active grantmaking is required for every Giving Account.

If you fund your gift annuity with cash or appreciated property, you qualify for a federal income tax deduction if you itemize. In addition, you can minimize capital gains taxes when you fund your gift with appreciated property. And now, you can fund your gift using your IRA assets.

You can open a Giving Account with no minimum initial contribution. You don't have to maintain a minimum balance, and you can start supporting charities right away. This administrative fee is based on your Giving Account balance and covers our costs, like processing transactions and providing donor support.

Abigail Johnson's headquarters phone number is (800) 343-3548 What is Abigail Johnson's latest education? Abigail Johnson's latest education in Master's degree at Harvard Which industry does Abigail Johnson work in? Abigail Johnson works in the industry of Investment Banking, Finance.

Go to FidelityCharitable.org or call 800-952-4438. If you prefer to complete your grant recommendation online, visit FidelityCharitable.org. For grant recommendation guidelines, refer to the Fidelity Charitable® Program Guidelines. Fidelity Charitable® will not forward any enclosures with grants.

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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