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Fidelity charitable transfer 2026

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The document is an Electronic Funds Transfer Enrollment Form for authorized contacts from IRS-qualified public charities to receive grants from Fidelity Charitable via EFT. It includes sections for charity information, financial institution details, and contact information, along with a signature section confirming the organization's compliance with IRS regulations. A voided check is required for registration.

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Click ‘Get Form’ to open the Fidelity Charitable Transfer Enrollment Form in the editor.
Begin by filling out the 'Charity Information' section. Enter your organization’s official name, Employer Identification Number (EIN), and legal address. Ensure that the address is suitable for tax reporting and does not include a P.O. Box.
Next, complete the 'Financial Institution Information' section. Provide the name of your financial institution, its address, and contact number. Include a voided check to facilitate electronic funds transfer.
In the 'Charity Contact Information' section, input details of the individual responsible for managing the bank account. This includes their name, title, daytime phone number, extension, and email address.
List up to four additional contacts in Section 4 who should receive Grant Details Reports by entering their names, titles, and email addresses.
Finally, sign and date the form in Section 5. Remember that a wet signature is required; e-signatures are not acceptable.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Which is better, QCD or DAF?

QCDs are effective for reducing taxable income and meeting RMDs. DAFs provide flexibility and potential growth, ideal for those with long-term giving plans. Tax Situation and Planning Needs: Evaluate your tax needsQCDs lower AGI, which is beneficial if you do not itemize deductions.

What happens to a donor-advised fund at death?

What happens to a donor advised fund at death? After death, your DAF can continue carrying on your charitable giving legacy. As stated before, your DAF can be passed on to family or a close friend for them to advise, or even divided to make multiple DAF accounts for each successor.

How does Fidelity Charitable Giving work?

Fidelity Charitable offers three distinct successor optionsIndividual Successor(s), Charitable Organization Beneficiary(ies), and the Endowed Giving Program. Account Holders can elect one successor option or any combination of the three.

What Fidelity accounts are not eligible for transfer?

All Fidelity brokerage and mutual fund accounts are eligible for electronic funds transfer (EFT), with the exception of self-employed 401(k) plans, self-directed brokerage accounts, SIMPLE IRAs, Fidelity Retirement plans (Keogh), and non-prototype accounts.

What are the successor options for Fidelity Charitable accounts?

There are a few ways that a Qualified Charitable Distribution (QCD) can be done. The first method is to have Fidelity send it directly to the charity by contacting a representative and providing us with the address of the charity. For amounts over $3000, the donors name will automatically be added to the check stub.

fidelity charitable transfer form

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How does a Fidelity Charitable account work?

The Giving Account lets you support most IRS-qualified 501(c)(3) public charities with a minimum grant amount of just $50. Once you set up your Giving Account, you can start recommending grants to charities right away. Visit Fidelity Charitables demo to see if your favorite charity has already received grants.

Fidelity charitable transfer 2026

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How to use or fill out fidelity charitable transfer with our platform

See more fidelity charitable transfer versions

Complete this form in 5 minutes or less

Got questions?

Which is better, QCD or DAF?

What happens to a donor-advised fund at death?

How does Fidelity Charitable Giving work?

What Fidelity accounts are not eligible for transfer?

What are the successor options for Fidelity Charitable accounts?

Security and compliance

Complete this form in 5 minutes or less

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How does a Fidelity Charitable account work?

charitable electronic funds transfer

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