Fidelity Charitable Program Guidelines
Individual Account Holders will be asked to recommend at least one successor for the Giving Account. This successor(s) can be an individual to assume Giving Account privileges, and/or Qualified Charitable Organizations to receive any remaining balance in the Giving Account after the death of the last remaining Account Holder.
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Contribution Form and Letter of Instruction
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www.fidelitycharitable.orgTitle: Boost Your Giving IQ - Nine Questions You Should Ask Every Nonprofit Author: Fidelity Charitable Subject: Learning more about the nonprofits you support will help you feel con dent that you are choosing effective organizations and that your support is really making a difference.
Irrevocable Contribution Form and Letter of Instruction
www.fidelitycharitable.orgto nonretirement Fidelity brokerage accounts on which You are registered as an owner (“Fidelity Account”), and in the case of Your Agent, for which Your Agent has been authorized with full trading authority or asset movement authorization level 1 or 2. This authorization will be relied upon only when You or Your Agent
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www.fidelitycharitable.orgdollars to Fidelity Charitable were in the form of non-cash assets— which can allow donors to give more than by selling the assets prior to contributing to charity. Fifty-seven percent of contributions were made in the form of publicly traded securities, such as stocks, and more than $1.6 billion in contributions
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