Fidelity Charitable 144/145 Contribution Form Instructions
This form contains 130 fields organized into 49 sections. Below is a complete list of every field, its type, and what information is expected.
| Field Name | Type | Description |
|---|---|---|
| Additional Signatory Details | ||
| Additional Signatory Name | Text |
Enter the name of the additional signatory if dual signatures are required by the firm.
|
| Agreement Details | ||
| Yes, Agreements Exist | Checkbox |
Check this box if there are any agreements, contractual restrictions, lock-up agreements, or stop transfer orders relating to these securities.
|
| No, Agreements Exist | Checkbox |
Check this box if there are no agreements, contractual restrictions, lock-up agreements, or stop transfer orders relating to these securities.
|
| Details of Related Agreements | Text |
Provide specific details regarding any agreements, contractual restrictions, lock-up agreements, or stop transfer orders related to these securities.
|
| Asset Allocation 20% Equity | ||
| Asset Allocation 20% Equity | Checkbox |
Check this box if you want to allocate your contribution to an investment pool with 20% equity exposure for instant diversification across multiple asset classes.
|
| Asset Allocation 20% Equity Percentage | Number |
Enter the percentage of assets to be allocated to the 20% equity pool.
|
| Asset Allocation 30% Equity | ||
| Asset Allocation 30% Equity | Checkbox |
Check this box to allocate your contribution to the Asset Allocation 30% Equity investment pool for instant diversification.
|
| Asset Allocation 30% Equity Percentage | Number |
Enter the percentage to be allocated to Asset Allocation 30% Equity.
|
| Asset Allocation 40% Equity | ||
| Asset Allocation 40% Equity | Checkbox |
Check this box if you want to allocate funds to the Asset Allocation 40% Equity pool.
|
| Asset Allocation 40% Equity Percentage | Number |
Enter the percentage for the 40% Equity Asset Allocation.
|
| Asset Allocation 50% Equity | ||
| Asset Allocation 50% Equity | Checkbox |
Check this box to allocate your investment contribution to the Asset Allocation 50% Equity pool.
|
| Asset Allocation 50% Equity Percentage | Number |
Enter the percentage of the total allocation for the Asset Allocation 50% Equity pool.
|
| Asset Allocation 60% Equity | ||
| Asset Allocation 60% Equity | Checkbox |
Check this box to select the Asset Allocation 60% Equity investment pool for instant diversification across multiple asset classes.
|
| Asset Allocation 60% Equity Percentage | Number |
Enter the percentage of assets to be allocated to the 60% Equity investment pool.
|
| Asset Allocation 70% Equity | ||
| Asset Allocation 70% Equity | Checkbox |
Check this box if you want to allocate your irrevocable contribution to the 70% Equity Asset Allocation pool for instant diversification.
|
| Asset Allocation 70% Equity Percentage | Number |
Enter the percentage for Asset Allocation 70% Equity.
|
| Asset Allocation 85% Equity | ||
| Asset Allocation 85% Equity | Checkbox |
Check this box if you want to allocate your irrevocable contribution to the Asset Allocation 85% Equity pool for instant diversification.
|
| Asset Allocation 85% Equity Percentage | Number |
Enter the percentage of the total allocation for Asset Allocation 85% Equity.
|
| Charitable Legacy Pool | ||
| Option 1: Charitable Legacy | Checkbox |
Check this box if you are a donor seeking an 'all-weather' asset allocation pool with exposure to both traditional and non-traditional asset classes.
|
| Charitable Legacy Pool Percentage | Number |
Enter the percentage of the total contribution to allocate to the Charitable Legacy Pool.
|
| Citizenship Status | ||
| U.S. citizen | Checkbox |
Check this box if the person's citizenship status is U.S. citizen.
|
| U.S. resident alien | Checkbox |
Check this box if the person's citizenship status is U.S. resident alien.
|
| Company Counsel Contact Information | ||
| Company Counsel Name | Text |
Provide the full name of the company counsel contact.
|
| Company Counsel Title | Text |
Provide the professional title of the company counsel contact.
|
| Company Counsel Phone | Text |
Provide the phone number for the company counsel contact.
|
| Company Counsel Email | Text |
Provide the email address for the company counsel contact.
|
| Company Counsel Comments | Text |
Provide any additional comments or other pertinent information regarding the company counsel contact.
|
| Contact Information | ||
| Preferred Phone Number | Text |
Please provide the preferred phone number for contact.
|
| Address Line 1 | Text |
Please enter the primary street address.
|
| City | Text |
Please enter the city of the contact address.
|
| State or Province | Text |
Please enter the state or province of the contact address.
|
| ZIP or Postal Code | Text |
Please enter the ZIP code or postal code of the contact address.
|
| Country | Text |
Please enter the country of the contact address.
|
| Delivering Firm Information | ||
| Delivering Firm Name | Text |
Enter the full legal name of the financial firm delivering the securities.
|
| Delivering Firm Account Number | Text |
Enter the account number held at the delivering firm from which the securities will be transferred.
|
| Delivering Firm Address | Text |
Enter the street address of the delivering firm.
|
| Delivering Firm City | Text |
Enter the city of the delivering firm's address.
|
| Delivering Firm State/Province | Text |
Enter the state or province of the delivering firm's address.
|
| Delivering Firm ZIP/Postal Code | Text |
Enter the ZIP or postal code of the delivering firm's address.
|
| Delivering Firm Country | Text |
Enter the country of the delivering firm's address.
|
| Donated Shares Details | ||
| Security Name Company | Text |
Enter the full name of the company whose shares are being donated.
|
| Symbol | Text |
Enter the stock ticker symbol for the donated shares.
|
| Date Acquired | Date |
Enter the date the shares were acquired.
|
| Number of Shares | Number |
Enter the total number of shares acquired.
|
| Second Date Acquired | Date |
Enter the second date the shares were acquired.
|
| Second Number of Shares | Number |
Enter the total number of shares for the second acquisition.
|
| Donor or Authorized Party Details | ||
| Donor or Authorized Party Name | Text |
Enter the full name of the donor or authorized party.
|
| Entity Donor Information | ||
| Entity | Checkbox |
Check this box if the donor making the contribution is an entity (e.g., trust, partnership, or corporation).
|
| Entity Donor Legal Name | Text |
Provide the full legal name of the entity making the donation.
|
| Environmental Impact Access | ||
| Environmental Impact Access | Checkbox |
Check this box if you want to allocate funds to an Environmental Impact Access investment, aligning with strategies that consider social and environmental factors while emphasizing financial returns.
|
| Environmental Impact Access Percentage | Number |
Enter the percentage of assets to be allocated to Environmental Impact Access.
|
| Fidelity Investments Account | ||
| Fidelity Account Number | Text |
Enter the Fidelity account number from which the assets are being contributed.
|
| Certificate Number | Text |
Enter the stock certificate number(s) associated with the assets being contributed, if applicable.
|
| Fixed Income Access Pool | ||
| Fixed Income Access | Checkbox |
Check this box if you want to include the Fixed Income Access pool as part of your custom single asset class investment strategy for your Giving Account balance.
|
| Fixed Income Access Pool Percentage | Number |
Enter the percentage of the contribution to be allocated to the Fixed Income Access Pool.
|
| Fixed Income Pool | ||
| Fixed Income | Checkbox |
Check this box if you want to allocate funds to a Fixed Income bond pool as part of a custom single asset class strategy.
|
| Fixed Income Percentage | Number |
Enter the percentage of the total allocation for Fixed Income.
|
| General | ||
| Button | ||
| Reset | Button | |
| Save | Button | |
| Giving Account Information | ||
| Giving Account Number | Text |
Enter the giving account number.
|
| Giving Account Name | Text |
Enter the name of the giving account.
|
| Individual Donor Information | ||
| Account Holder | Checkbox |
Check this box if the donor making the contribution is the account holder.
|
| Third-Party Donor | Checkbox |
Check this box if the donor making the contribution is a third-party donor.
|
| Donor First Name | Text |
Please enter the first name of the individual donor.
|
| Donor Middle Initial | Text |
Please enter the middle initial of the individual donor.
|
| Donor Last Name | Text |
Please enter the last name of the individual donor.
|
| Inflation Protected Bond Index Pool | ||
| Inflation Protected Bond Index | Checkbox |
Check this box if you want to allocate funds to the Inflation Protected Bond Index pool within the bond asset class.
|
| Inflation Protected Bond Index Percentage | Number |
Enter the percentage of the allocation for the Inflation Protected Bond Index.
|
| International Equity Access Pool | ||
| International Equity Access | Checkbox |
Check this box to allocate your contribution to the International Equity Access investment pool.
|
| International Equity Access Pool Percentage | Number |
Enter the percentage for the International Equity Access Pool.
|
| International Equity Pool | ||
| International Equity | Checkbox |
Check this box to allocate funds to the International Equity investment pool as part of a custom investment strategy.
|
| International Equity Percentage | Number |
Enter the percentage for the International Equity allocation.
|
| International Index Pool | ||
| International Index | Checkbox |
Check this box if you want to allocate funds to the International Index pool as part of your custom investment strategy.
|
| International Index Percentage | Number |
Enter the percentage to be allocated to the International Index pool.
|
| Investment Pool Allocation Method | ||
| Option 1: Allocate Same Percentages | Checkbox |
Check this box if you want your irrevocable contribution to be allocated using the same percentages as your current investment pools.
|
| Option 2: Allocate as Follows | Checkbox |
Check this box if you want to specify a custom allocation method for your irrevocable contribution, as detailed below.
|
| Managed Account | ||
| Transfer_5_1_1 | CheckBox | |
| Managed Account Number | Text |
Enter the managed account number.
|
| Money Market Pool | ||
| Money Market | Checkbox |
Check this box to include the Money Market pool in your custom investment strategy.
|
| Money Market Pool Percentage | Number |
Enter the percentage allocated to the Money Market Pool.
|
| Number of Shares | ||
| Number of Shares | Number |
Enter the total number of shares of the company you own.
|
| Relationship to the Company | ||
| None | Checkbox |
Check this box if neither you nor any member of your household has any of the listed relationships to the company.
|
| Officer | Checkbox |
Check this box if you or any member of your household is an officer of the company.
|
| Director | Checkbox |
Check this box if you or any member of your household is a director of the company.
|
| Control Person/10% Shareholder | Checkbox |
Check this box if you or any member of your household is a control person, an affiliate, or holds more than 10% of the outstanding shares of the company.
|
| Securities Acquisition Method | ||
| Private placement | Checkbox |
Check this box if the securities were acquired through a private placement.
|
| In lieu of payment services | Checkbox |
Check this box if the securities were acquired in exchange for payment services.
|
| Warrant exercise | Checkbox |
Check this box if the securities were acquired by exercising a warrant.
|
| Stock dividend, stock split, reverse split, or recapitalization | Checkbox |
Check this box if the securities were acquired through a stock dividend, stock split, reverse split, or recapitalization.
|
| Gift, pledge, or from a trust or estate | Checkbox |
Check this box if the securities were acquired as a gift, pledge, or from a trust or an estate.
|
| Merger or company buyout | Checkbox |
Check this box if the securities were acquired as a result of a merger or company buyout.
|
| Partnership distribution | Checkbox |
Check this box if the securities were acquired through a partnership distribution.
|
| Other | Checkbox |
Check this box if the securities were acquired by a method not listed above.
|
| Securities Location | ||
| Restricted shares in my account | Checkbox |
Check this box if the securities are restricted shares held in your account.
|
| Restricted shares held in book entry form at transfer agent | Checkbox |
Check this box if the securities are restricted shares held in book entry form at the transfer agent.
|
| Control shares in my account | Checkbox |
Check this box if the securities are control shares held in your account.
|
| Control shares held in book entry form at transfer agent | Checkbox |
Check this box if the securities are control shares held in book entry form at the transfer agent.
|
| Restricted and Control shares in my account | Checkbox |
Check this box if the securities are both restricted and control shares held in your account.
|
| Restricted and Control shares held in book entry form at transfer agent | Checkbox |
Check this box if the securities are both restricted and control shares held in book entry form at the transfer agent.
|
| Securities Sold | ||
| Securities Sold By | Text |
Enter the name of the person who sold the securities, or 'N/A' if no securities were sold.
|
| Number of Shares Sold | Number |
Enter the total number of shares of the company's securities that were sold.
|
| Sale Date | Date |
Enter the date the securities were sold.
|
| Share Contribution Details | ||
| Number of Shares | Number |
Enter the total number of shares being contributed.
|
| Number of Shares (Written) | Text |
Provide the written-out form of the number of shares being contributed.
|
| Company Name | Text |
Enter the name of the company whose shares are being contributed.
|
| Short-Term Fixed Income Access Pool | ||
| Short-Term Fixed Income Access | Checkbox |
Check this box if you want to include Short-Term Fixed Income Access in your custom investment strategy for Giving Account balances.
|
| Short-Term Fixed Income Access Percentage | Number |
Enter the percentage of the Short-Term Fixed Income Access pool.
|
| Social Security or Tax Identification Number | ||
| Social Security or Tax Identification Number | Text |
Provide the Social Security Number or Tax Identification Number.
|
| Stock Certificate Information | ||
| Stock Name | Text |
Enter the official name of the stock certificate being held in personal possession.
|
| Number of Shares | Number |
Enter the total number of shares associated with this stock certificate.
|
| Certificate Number(s) | Text |
Provide the unique certificate number or numbers for the stock being held in personal possession.
|
| Sustainable International Index | ||
| Sustainable International Index | Checkbox |
Check this box if you want to allocate funds to the Sustainable International Index as part of your sustainable and impact investing strategy.
|
| Sustainable International Index Percentage | Number |
Enter the percentage of investment allocated to the Sustainable International Index.
|
| Sustainable U.S. Bond Index | ||
| Sustainable U.S. Bond Index | Checkbox |
Check this box if you want to allocate funds to the Sustainable U.S. Bond Index, which is part of the Sustainable and Impact Investing Pools focused on social and environmental factors.
|
| Sustainable U.S. Bond Index Percentage | Number |
Enter the percentage of your contribution to be allocated to the Sustainable U.S. Bond Index.
|
| Sustainable U.S. Index | ||
| Sustainable U.S. Index | Checkbox |
Check this box to allocate funds to the Sustainable U.S. Index as part of your sustainable and impact investing strategy for stock.
|
| Sustainable U.S. Index Percentage | Number |
Enter the percentage to allocate to the Sustainable U.S. Index.
|
| Sustainable U.S. Index Access | ||
| Sustainable U.S. Index Access | Checkbox |
Check this box to allocate funds to the Sustainable U.S. Index Access investment option, a strategy considering social and environmental factors with financial returns.
|
| Sustainable U.S. Index Access Percentage | Number |
Enter the percentage of the total contribution to be allocated to the Sustainable U.S. Index Access fund.
|
| Total Market Index Pool | ||
| Total Market Index | Checkbox |
Check this box if you want to allocate funds to the Total Market Index for domestic stock within your selected investment pools.
|
| Total Market Index Pool | Number |
Enter the percentage of allocation for the Total Market Index investment pool.
|
| Transfer Initiation Options | ||
| Option 1: I will initiate transfer | Checkbox |
Check this box if you will personally initiate the transfer of assets by completing and submitting this form to Fidelity Charitable.
|
| Option 2: Authorize Fidelity Charitable to initiate transfer | Checkbox |
Check this box if you authorize Fidelity Charitable to initiate the transfer of assets on your behalf by completing and submitting this form along with your most recent account statement.
|
| U.S. Bond Index Pool | ||
| U.S. Bond Index | Checkbox |
Check this box if you want to allocate funds to the U.S. Bond Index as part of your custom single asset class strategy.
|
| U.S. Bond Index Pool Percentage | Number |
Provide the percentage of funds to be allocated to the U.S. Bond Index Pool.
|
| U.S. Equity Access Pool | ||
| U.S. Equity Access | Checkbox |
Check this box if you wish to allocate funds to the U.S. Equity Access investment pool within the Domestic Stock category.
|
| U.S. Equity Access Pool Percentage | Number |
Enter the percentage of the contribution to be allocated to the U.S. Equity Access Pool.
|
| U.S. Equity Pool | ||
| U.S. Equity | Checkbox |
Check this box to allocate funds to the U.S. Equity domestic stock pool as part of a custom asset class strategy.
|
| U.S. Equity Percentage | Number |
Enter the percentage of the total allocation for U.S. Equity.
|