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Fidelity charitable transfer

Fidelity charitable transfer 2025

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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, contact information, and a signature agreement confirming compliance with IRS regulations regarding the use of grants.

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

Is Fidelity Charitable legitimate?

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 nations top grantmaker, distributing $14.9 billion to charities in 2024.

Does Fidelity charge fees to transfer money?

Fidelity doesnt charge a fee for sending or receiving EFTs, but the receiving bank may charge a fee. Fidelity also doesnt charge fees to process wire transfers to a bank or other recipient.

How does Fidelity Charitable Giving 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.

How much does Fidelity charge for a trust account?

Fees for trust administration when FPTC serves as trustee or co-trustee start at 0.45% for the first $2 million of trust assets, with additional breakpoints for larger trusts. There is a minimum annual fee of $4,500 for trust administration. Additional advisory fees apply for investment management service.

How does a Fidelity Charitable giving account work?

When you contribute cash, securities, or other assets to a donor-advised fund sponsoring public charity like Fidelity Charitable, you are generally eligible to claim an immediate tax deduction. Then those funds can be invested for tax-free growth, while allowing you to support charities on your timetable.

fidelity charitable transfer form

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What is the 5% rule for DAF?

Tax deduction AGI limits are higher with DAFs, and donors can remain anonymous. With private foundations, donors have more say in the use of their funds, must distribute 5% of average net asset value annually, and are subject to annual 1.39% excise tax on net investment income.

What is the downside to a donor-advised fund?

Disadvantages of DAFs 7 DAFs often carry many hidden fees of which donors are unaware, similar to 401(k) plans. Critics, therefore, contend that the financial industry and its wealthy clients, rather than charities, are the real beneficiaries of DAFs.

How much does Fidelity Charitable giving account charge?

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.