Corporate Giving Account

Set up a Giving Account for your company

With a Corporate Giving Account, your firm can benefit from charitable giving administration, reduced internal costs, and consolidated reporting.

The Fidelity^® Charitable Gift Fund Giving Account^® is a donor-advised fund, a type of charitable giving programs that allows individuals and business entities to combine the most favorable tax benefits with the flexibility to support charities at virtually any time.¹

Supporting charities is flexible and easy

Your company can:

Name its own Giving Account, such as, The ABC Corporation Charitable Fund.
Support multiple charities from a single donation.
Recommend grants to any IRS-qualified public charities online, on the phone, by fax or by mail.
Recommend grants online, on the phone, by fax or by mail.
Customize a grant recommendation for a purpose (for example, "On behalf of").
Set up recurring grant recommendations (monthly, quarterly, semi-annually, annually).
Be acknowledged for recommending a grant or have the Gift Fund make the grant anonymously.

Multiple investment options to choose from

Donors may recommend an investment approach from among our numerous investment options, which include asset allocation pools and individual investment pools with different investment objectives.

Minimum contributions and grant recommendations

$25,000² — for initial irrevocable charitable contribution to the Gift Fund
$50 — for grant recommendations

Easy administration, low fees

The Gift Fund provides all the paperwork you need, including Giving Account activity confirmations and statements, by mail or online.

The administrative fee has a maximum level of 0.6% annually (subject to a minimum Giving Account fee of $1,000.00, whichever is greater). Investment expenses range from 0.07% to 1.09%.

It’s easy to get started

Download an Organization Giving Account Application (PDF) and follow the instructions, or, if your company has an existing private foundation, learn how to transition your foundation to a Giving Account.

¹ Subject to minimum grant activity requirements.

² Effective 10/12/2009.

Information provided is general and educational in nature. It is not intended to be, and should not be construed as, legal or tax advice. The Gift Fund does not provide legal or tax advice. Content provided relates to taxation at the federal level only. Availability of certain federal income tax deductions for charitable giving vary at the state level, and laws of a specific state or laws relevant to a particular situation may affect the applicability, accuracy, or completeness of the information provided. Donors should consult with an attorney or tax advisor regarding your specific legal or tax situation.

Speak with a representative: 800-262-6039

Download an application to get started