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Fidelity Charitable forms are essential for individuals and families who utilize donor-advised funds to manage their philanthropic legacy. These documents facilitate the transfer of various assets—ranging from standard cash and mutual funds to more complex restricted securities—into a Giving Account. By formalizing these contributions, donors ensure that their gifts are irrevocable, legally compliant, and properly documented for tax deduction purposes. This category covers the administrative framework required to turn private wealth into public good.
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About Fidelity Charitable forms
Typically, these documents are used by individual donors, estate planners, and financial advisors who need to streamline the process of charitable giving. For instance, a Letter of Authorization is often required to move assets directly from a brokerage account to a charitable account, while specific contribution forms handle the nuances of Rule 144/145 shares. Whether you are initiating a one-time gift or authorizing an agent to act on your behalf, these forms provide the necessary legal structure to manage your charitable accounts effectively.
Completing these documents accurately is vital for record-keeping and tax compliance, but the manual process can be time-consuming. Tools like Instafill.ai use AI to fill these forms in under 30 seconds, handling data accurately and securely to save you time. This technology allows donors and advisors to focus more on philanthropic impact and less on the administrative burden of paperwork.
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How to Choose the Right Form
Navigating donor-advised fund paperwork is simpler when you identify your asset type and the source of your funds first. Whether you are funding a new Giving Account or adding to an existing one, choosing the correct document ensures your tax receipt is generated accurately and your investment pools are set up correctly.
Standard Cash and Securities Contributions
If you are making a standard contribution of cash, publicly traded stocks, or mutual funds, use the Fidelity Charitable Irrevocable Contribution Form and Letter of Instruction. This is the most common form for donors and includes sections to specify how your contribution should be allocated among various investment pools. For general transfers of stocks and securities where you simply need to formalize the irrevocable gift for tax purposes, the Fidelity Charitable Contribution Form is the standard choice.
Restricted or Control Securities
Donors contributing restricted stock or control shares must use the Fidelity Charitable 144/145 Contribution Form. This document is specifically designed to handle Rule 144/145 shares. It requires detailed acquisition history and SEC compliance information to facilitate the transfer into your Giving Account or a Giving Account enrolled in the Charitable Investment Advisor Program (CIAP).
Authorizing Transfers from Brokerage Accounts
If you need to move assets from an existing Fidelity brokerage account into your charitable account, you will likely need a Fidelity Charitable Letter of Authorization.
- For Advisor-Led Transfers: Use this form to grant permission to National Charitable Services (NCS) or Fidelity Brokerage Services to act on instructions from you or your authorized agent.
- For Streamlining: This is the best option for donors who want to simplify the process of making contributions directly from their brokerage holdings without manually initiating every individual trade.
By selecting the form that matches your specific asset type and transfer method, you ensure that your charitable contribution is processed efficiently and your tax documentation remains organized.
Form Comparison
| Form | Primary Purpose | Asset Types Covered | Key Feature |
|---|---|---|---|
| Fidelity Charitable 144/145 Contribution Form | Contribute restricted or control securities to a Giving Account. | Rule 144/145 restricted or control shares. | Requires acquisition history and SEC compliance details. |
| Fidelity Charitable Letter of Authorization (NCS) | Authorizes asset transfers from non-retirement brokerage accounts to Fidelity Charitable. | Assets held within a Fidelity brokerage account. | Grants permission for National Charitable Services to accept agent instructions. |
| Fidelity Charitable Irrevocable Contribution Form and Letter of Instruction (CIAP) | Transfers assets into accounts enrolled in the Charitable Investment Advisor Program. | Cash, stocks, mutual funds, or securities. | Includes specific investment pool selections for advisor-managed accounts. |
| Fidelity Charitable Letter of Authorization (FBS/NFS) | Grants permission to move brokerage assets into a Giving Account. | Brokerage account assets. | Streamlines communication between authorized agents and Fidelity Brokerage Services. |
| Fidelity Charitable Contribution Form | Standard document for making irrevocable contributions to a Giving Account. | Stocks, securities, and other financial assets. | Formalizes the transfer for tax and record-keeping purposes. |
| Fidelity Charitable Irrevocable Contribution Form and Letter of Instruction | Legal document for transferring assets and designating investment allocations. | Cash, stocks, or mutual funds from external institutions. | Combines transfer instructions with specific investment pool directions. |
Tips for Fidelity Charitable forms
Most Fidelity Charitable forms involve irrevocable contributions, meaning once the transfer is processed, it cannot be reversed or refunded. Carefully review the asset type and amount to ensure your donation aligns perfectly with your tax planning and charitable goals before submitting.
When contributing securities like stocks or mutual funds, providing an incorrect ticker symbol or CUSIP number can significantly delay the transfer. Cross-reference your most recent brokerage statement with the form to ensure all asset identifiers are exact to avoid processing errors.
For a Letter of Authorization to be valid, the donor name and account number must perfectly match the records at your brokerage firm. Discrepancies in middle initials, trust titles, or suffixes often cause paperwork to be rejected by compliance teams, requiring a full resubmission.
These forms often allow you to choose how your contribution is invested once it reaches your Giving Account. If you leave this section blank, assets may be placed in a default cash or money market pool, which may not align with your long-term growth strategy for the fund.
Managing multiple charitable forms can be time-consuming, but AI-powered tools like Instafill.ai can complete these forms in under 30 seconds with high accuracy. Your data stays secure during the process, making it a highly efficient and safe way to handle complex donation paperwork for donor-advised funds.
If you are using the 144/145 Contribution Form for restricted or control shares, ensure you have the acquisition history and transfer instructions ready. These specialized forms require detailed background on the security to comply with SEC regulations and facilitate a smooth transfer into your Giving Account.
While Fidelity Charitable provides official tax receipts, keeping a copy of your signed Letter of Instruction serves as vital proof of your intent and the specific date of the transfer. This documentation is helpful when reconciling your year-end charitable deductions and providing proof of gift to your tax advisor.
Frequently Asked Questions
These forms are used to facilitate the transfer of various assets into a donor-advised fund, known as a Giving Account. They provide the legal and administrative framework necessary to document irrevocable contributions and ensure donors receive the appropriate tax receipts for their records.
Individuals, families, or corporate entities who wish to contribute assets to a Fidelity Charitable Giving Account will need these forms. They are used by both the account owners and, in some cases, their authorized financial advisors to initiate asset transfers and specify investment preferences.
When you use an Irrevocable Contribution Form, it signifies that once the assets are accepted by the trustees, they cannot be returned to the donor. This permanent transfer is a legal requirement for the donor to be eligible for an immediate charitable tax deduction.
You should use the Fidelity Charitable 144/145 Contribution Form if you are donating shares that are subject to SEC Rule 144 or 145. This form captures specific details required for restricted stock, such as the acquisition history and compliance with federal securities laws.
A Letter of Authorization (LOA) grants permission to financial entities like National Financial Services or Fidelity Brokerage Services to act on your instructions. It is designed to streamline the movement of assets from a standard brokerage account into your charitable account, often allowing an agent or advisor to help manage the process.
Yes, AI tools like Instafill.ai can be used to fill out these forms in under 30 seconds. The AI accurately extracts data from your source documents and places it into the correct fields on the PDF, reducing the manual effort required for complex financial paperwork.
While manual completion can take significant time due to the detailed financial information required, using an AI-powered service like Instafill.ai allows you to complete these forms almost instantly. The system can handle both fillable and non-fillable PDF versions, making the process much faster than traditional methods.
These forms support the contribution of a wide range of assets, including cash, publicly traded stocks, mutual fund shares, and more complex securities. The specific form you choose will depend on whether you are transferring standard brokerage assets or specialized holdings like restricted stock.
Yes, many of the contribution forms include a section for 'investment pool selections.' This allows you to provide instructions on how the contributed assets should be allocated among various investment options within your Giving Account once the transfer is complete.
Completed and signed forms are typically submitted directly to Fidelity Charitable. Depending on the specific form and the urgency of the contribution, you may be able to upload them through a secure online portal, or send them via mail or fax to the address provided in the form instructions.
Glossary
- Donor-Advised Fund (DAF)
- A charitable giving vehicle administered by a public charity, such as Fidelity Charitable, that allows donors to make a contribution, receive an immediate tax deduction, and then recommend grants to charities over time.
- Giving Account
- The specific name for a donor-advised fund held at Fidelity Charitable where assets are contributed, invested, and distributed to qualified non-profit organizations.
- Irrevocable Contribution
- A permanent transfer of assets that cannot be returned to the donor or used for any purpose other than charitable giving once accepted by the trustees.
- Investment Pool
- A selection of diversified investment options, such as mutual funds or ETFs, where donated assets are held to potentially grow the value of the Giving Account over time.
- Letter of Authorization (LOA)
- A legal document that grants permission to financial institutions like Fidelity Brokerage Services to move assets from a personal account into a charitable account.
- Rule 144/145 Shares
- Restricted or control securities that are subject to specific SEC regulations regarding their sale and transfer, requiring specialized forms for charitable contribution.
- Charitable Investment Advisor Program (CIAP)
- A program that allows a donor's professional financial advisor to manage the investment of the assets within the Fidelity Charitable Giving Account.
- National Charitable Services (NCS)
- The service entity authorized to accept and process instructions for transferring assets from brokerage accounts to Fidelity Charitable.