Get Fidelity Charitable Account Form 2022-2024

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.

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

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.

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

Information you'll need to provide Account holders. Account holder SSN. Contact information. Giving Account information. A name for your Giving Account. Successor information if you choose to add it. Confirm. Review the terms.

Fidelity Charitable is the brand name for Fidelity Investments® Charitable Gift Fund, an independent public charity with a donor-advised fund program. Various Fidelity companies provide services to Fidelity Charitable.

Before opening a bank account for your charity, you must name it and register with your state as a corporation. A bank will not allow you to open an account that receives donations for a charity unless you have properly registered with the state. You must register in the state in which you plan to do business.

Account Holders may recommend grants online, on the Fidelity Charitable app, or by phone....Donor acknowledgement To be identified by name, address, and Giving Account name (e.g., Smith Family Charitable Fund) to the recipient charity; To be identified only by the Giving Account name; or. To remain anonymous.