Fidelity Charitable 144/145 Contribution Form Completed Form Examples and Samples
Explore real-world filled examples of the Fidelity Charitable 144/145 Contribution Form, including sample donations of appreciated stock, mutual funds, and other assets. Learn how to correctly complete each section of the form with step-by-step guidance, field-by-field breakdowns, and expert tips to maximize your charitable tax deduction.
Fidelity Charitable 144/145 Contribution Form Example – Appreciated Stock Donation
How this form was filled:
This example shows a donor contributing appreciated publicly traded stock (shares of a well-known technology company) to an existing Fidelity Charitable Giving Account. The contribution form captures the donor's account details, the delivering brokerage information, the specific stock being transferred, and the number of shares. The form is signed and dated in 2025, reflecting a current-year charitable contribution.
Information used to fill out the document:
- Donor Full Name: James R. Whitfield
- Giving Account Number: 123-456789
- Donor Address: 742 Birchwood Lane, Austin, TX 78701
- Donor Phone Number: (512) 555-0183
- Donor Email Address: [email protected]
- Contribution Type: Publicly Traded Securities (Stock)
- Stock / Security Name: Apple Inc.
- Ticker Symbol: AAPL
- Number of Shares: 150
- Estimated Value at Time of Contribution: $28,500.00
- Delivering Broker / Financial Institution Name: Charles Schwab & Co., Inc.
- Delivering Broker DTC Number: 0164
- Delivering Broker Account Number: 7890-4321
- Delivering Broker Phone Number: (800) 435-4000
- Tax Year for Contribution: 2026
- Donor Signature: James R. Whitfield
- Date Signed: 01/15/2026
- Joint Account Holder (if applicable): N/A
- Special Instructions: Please process transfer as soon as possible for current tax year.
What this filled form sample shows:
- Correctly identified Giving Account number linking the contribution to an existing Fidelity Charitable account
- Properly completed publicly traded securities section with ticker symbol (AAPL) and number of shares (150)
- Accurate delivering broker information including DTC number and brokerage account number for seamless transfer
- Estimated fair market value of $28,500.00 documented for tax deduction reference
- Form signed and dated January 15, 2026 to establish the contribution in the current tax year
- Demonstrates the tax advantage of donating appreciated stock to avoid capital gains while claiming a full fair market value deduction
- Includes special instructions field to request expedited processing
Form specifications and details:
| Use Case: | Donating appreciated publicly traded stock to an existing Fidelity Charitable Giving Account |
| Form Name: | Fidelity Charitable Contribution Form (Form 144/145) |
| Contribution Asset Type: | Publicly Traded Securities (Equity Stock) |
| Donor Account Status: | Existing Giving Account Holder |
| Brokerage Transfer Method: | DTC (Depository Trust Company) transfer |
| Tax Year: | 2026 |
| Primary Tax Benefit: | Avoid capital gains tax on appreciation; deduct full fair market value |
| Holding Period: | Long-term (held more than 12 months) |
| Recommended For: | Donors with highly appreciated stocks seeking to maximize charitable tax deductions |
Created: February 24, 2026 05:47 AM
