Fidelity Charitable

Partner Category: Donor Advised Trusts, Tax Legal and Accounting Services


Fidelity Charitable® is an 501(c)(3) public charity and the largest donor-advised fund sponsor in America. Our donor-advised fund, called the Giving Account®, can simplify your giving, provide significant tax advantages, and help you give more to the causes you care about. Fidelity Charitable® accepts a wide range of financial assets, from cash and checks to stocks and even non-publicly traded assets like private business interests.

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We know you have choices when it comes to managing your equity. But we offer the most comprehensive way to manage your stock plan, stay current with your cap table, handle your financial reporting and provide the right tools to your employees (and investors) via the Astrella App so they can go on and see their information and do some planning.