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How does a Fidelity Charitable giving account work?

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.

Does Fidelity have a donor-advised fund?

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

What are the disadvantages of a donor-advised fund?

Disadvantages of Donor-Advised Funds (DAFs) Another complaint that has been levied at DAFs is that the funds profit from the donations they receive via the fees that they charge to donor accounts. For example, Fidelity Charitable charges the greater of $100 or 0.6% for the first $500,000 of donations to its fund.

What are the disadvantages of donor-advised funds?

Delays Giving Charitable Gifts When Funds Are Available Contributing to donor-advised funds delays getting the funds into the hands of charities. In many cases, the giver gains tax advantages, but the charities dont get money for years.

How do I transfer shares to Fidelity Charitable?

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.

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How late can you make a charitable contribution?

Credit card or PayPal donations U.S. credit card and PayPal donations must be made by midnight on December 31 in your time zone (your credit card statement must be time-stamped with a 2022 date) to be eligible for a 2022 tax deduction.

Who owns Fidelity Charitable?

Fidelity Charitable is governed by an independent Board of Trustees, which oversees all aspects of our operations. Our Board of Trustees is a group of dedicated professionals from across the nation who lend their deep expertise to our mission of growing philanthropy.

What tax form do I need for donor-advised fund?

IRS Form 8283 is available to donors when they log into their Giving Account and to elected advisors on Giving Central. The form can be found on the Statements Confirmations page under the History tab. Donors can also obtain blank 8283 forms from the IRS website.

What is the deadline to contribute to Fidelity Charitable?

December 31. Download, print and mail: Contribution Form.

How does Fidelity Charitable make money?

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.

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How does a Fidelity Charitable giving account work?

Does Fidelity have a donor-advised fund?

What are the disadvantages of a donor-advised fund?

What are the disadvantages of donor-advised funds?

How do I transfer shares to Fidelity Charitable?

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How late can you make a charitable contribution?

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