Nonprofit Organizations

The Fidelity® Charitable Gift Fund is an independent public charity

Like your organization, we are also a nonprofit. Our donor-advised fund program, called the Giving Account®, helps us achieve our charitable mission:

To further the American tradition of philanthropy by providing programs that make charitable giving simple and effective.

We facilitate philanthropy by making it easy for donors to support other charities — charities that support the arts, education, the environment, health services, scientific research, community programs, and more — organizations just like yours.

Donors and nonprofits benefit from the Gift Fund

For Donors For Nonprofits
  • Ease of contributing appreciated securities and non-publicly traded assets
  • Potential for tax-free growth of charitable contributions and higher charitable impact
  • Recordkeeping for both short- and long-term giving
  • Services that help donors give their support more generously
  • Ability to accept donations of non-publicly traded assets, like private company stock and real estate
  • Future support through flexible legacy programs
  • Potentially larger grants due to investment growth

Our donors are your donors

The Gift Fund is here to make charitable giving simple and effective for our donors, who in turn support your charitable mission with a lifetime commitment to philanthropy.

Learn more about Working with Donors

1 As reported in the Fidelity® Charitable Gift Fund Donor Survey, March, 2008.

2 Based on historical average grant volumes.

We facilitate their philanthropy.

We help them give —
Gift Fund assets turn over
every four years.2

2/3 have seen their charitable giving increase as a result
of the Gift Fund.1

70% volunteer and/or serve
on boards of nonprofits.1

More than 70% contribute appreciated securities to
offset capital gains.1

68% use the Gift Fund as their primary giving vehicle.1

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