To get started with your Giving Account, you need to make an irrevocable charitable contribution to the Gift Fund. You are then eligible to take an immediate tax deduction for your contribution, and for each additional future contribution, in the tax year it is made.1
| Contribute to the Gift Fund | |
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| Contribution minimums |
For individuals and family donors:
For corporations and business entities:
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| Assets accepted |
A variety of assets are accepted, including mutual funds, stocks, and bonds, as well as assets that are not publicly traded, such as real estate and Private C-Corp shares. Learn more about Donating Special Assets Donating securities with long-term capital gains may mean significant tax savings. View an example of donating appreciated securities Use the Securities Donation CalculatorDepending on the type of assets, your contribution can take one day or up to several weeks to be available in your Giving Account. Read more about Contribution Processing Guidelines and Timelines |
| Fidelity brokerage accounts | If you are a Fidelity customer, you need to submit a Letter of Authorization before contributing securities from your brokerage account. You can:
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| Other financial institutions | When you contribute securities from a financial institution other than Fidelity, you need to provide a signed Letter of Instruction, which is:
The Letter of Instruction needs to be signed by you and faxed or mailed:
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1 Consult an attorney or tax advisor regarding your specific legal or tax situation.
2 Effective 10/12/2009.
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