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Fidelity Charitable Contribution Form, page 1
Moderate · 58/100Form Complexity Index

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What this form asks for

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The Fidelity Charitable Contribution Form is a document used by donors to make irrevocable contributions of assets, such as stocks and securities, to a Fidelity Charitable® Giving Account®. It formalizes the transfer of assets for charitable purposes, providing necessary details for both the donor and Fidelity Charitable for tax and record-keeping. Today, this form can be filled out quickly and accurately using AI-powered services like Instafill.ai, which can also convert non-fillable PDF versions into interactive fillable forms.
Fillable fields130
Pages5
Sections48
Form Complexity IndexModerate, 58/100

The AI checks your answers before you download

13 checks built for this form, so a wrong date or a missing answer is caught before anyone else sees it.

Ensures Donor Type Information is Consistent

This check validates that if the 'Entity' checkbox is selected, the 'Entity Legal Name' field is populated. Conversely, if 'Account Holder' or 'Third-Party Donor' is selected, the 'First Name' and 'Last Name' fields must be populated. This is important for generating an accurate tax receipt and preventing contradictory information. If validation fails, the user will be prompted to complete the appropriate name fields based on their donor type selection.

Validates Social Security or Tax Identification Number Format

This check ensures the 'Social Security or Tax Identification Number' field contains a valid, 9-digit numeric value. This number is critical for tax reporting purposes and for complying with anti-money laundering regulations. A failure in this validation would prevent form submission until a correctly formatted number is entered.

Verifies Investment Pool Allocation Totals 100%

This validation confirms that if the user chooses to manually allocate their contribution in Section 5B, the sum of all percentages entered across the various investment pools equals exactly 100%. This is crucial to ensure the entire contribution is allocated according to the donor's explicit instructions without ambiguity. If the total is not 100%, an error message will be displayed, and the form cannot be submitted.

Confirms Mandatory Signature and Date Fields are Completed

This check verifies that the primary 'Signature' and 'Date' fields in Section 6 are not empty. The signature legally authorizes the irrevocable contribution and the terms outlined in the form. A missing signature or date renders the entire document invalid, and the transaction cannot be processed.

Matches Numeric and Written Share Counts

This validation compares the numeric value entered for 'Number of Shares' in Section 6 with the spelled-out version in the 'Write out the number of shares' field. This serves as a critical double-check to prevent data entry errors regarding the quantity of shares being donated. A mismatch would trigger an alert, requiring the user to correct the discrepancy before proceeding.

Requires Details for Securities Agreements

This check is a conditional validation on the 'Details' field in Section 2. If the user selects 'Yes' to indicate that agreements or restrictions exist on the securities, the 'Details' text box must be filled out. This ensures Fidelity Charitable is aware of any potential complications or special handling required for the donated assets. Failure to provide details will block submission.

And 7 more checks
  • Enforces Mutually Exclusive Investment Selections
  • Validates Completeness of External Firm Information
  • Verifies All Date Fields Follow MM DD YYYY Format
  • Ensures All Required Contact Information is Provided
  • Validates Citizenship Status Selection
  • Requires Selection for Relationship to Company
  • Checks for Fidelity Account Number in Section 3A

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How to Fill Out 144/145 Contribution Form Online for Free in 2026

What the AI walks you through.

  1. Navigate to Instafill.ai and upload the Fidelity Charitable Contribution Form or select it from their template library.
  2. Provide your donor information in Section 1, including your Giving Account number, name, contact details, and tax identification number.
  3. Complete Section 2 with detailed information about the assets you are contributing, including your relationship to the company and how the securities were acquired.
  4. In Section 3, specify the details of your irrevocable contribution, indicating whether the assets are held at Fidelity or another financial institution.
  5. Use Section 5 to recommend how your contribution should be allocated among the available investment pools or a managed account.
  6. Carefully review all entered information for accuracy, then proceed to Section 6 to electronically sign and date the form with the guidance of the AI assistant.
  7. Download the completed form and submit it to Fidelity Charitable via mail or fax as per the instructions provided on the document.

Common Mistakes in Completing 144/145 Contribution Form

The ones the AI is built to catch.

Incorrect Donor or Account Information
Donors frequently enter an incorrect Giving Account Number, misspell their name, or provide a wrong Tax ID number in Section 1. This happens due to simple typos or not having the information readily available. These errors can lead to significant processing delays or, more critically, the issuance of an invalid tax receipt. To prevent this, always double-check these numbers against your account statements before submitting.
Misinterpreting 'Relationship to the Company'
In Section 2, many donors misunderstand complex terms like 'control person' or 'affiliate' and fail to include shares owned by family or related trusts as instructed. This oversight can lead to serious compliance issues and rejection of the contribution, as the donor's relationship dictates how the securities can be legally handled. It is crucial to carefully read the instructions and consult a financial advisor if unsure about your status.
Omitting Specific Share Lot Information
Donors often neglect to specify the acquisition dates and share counts for the exact tax lots they wish to contribute in Section 3. When this information is missing, the contribution is processed using the account's default disposal method (e.g., FIFO), which may result in a less favorable tax outcome for the donor. Always identify and list the specific share lots to ensure your contribution is processed for optimal tax benefit.
Incorrect Investment Pool Allocation Percentages
A very common error in Section 5B is providing a list of investment pool percentages that do not add up to exactly 100%. Donors also create confusion by checking 'Allocate... as my current investment pools' while also filling out new percentages. This mathematical error or contradiction forces a follow-up, delaying the investment of the contribution until the allocation is clarified.
Missing Signatures or Medallion Guarantee
Forgetting to sign the form in Section 6 is a simple but critical mistake that invalidates the entire request. Furthermore, when contributing physical stock certificates (Section 3B), donors often miss the instruction to obtain a Medallion Signature Guarantee on the certificate itself, which is an absolute requirement for the transfer. Without the proper signature or guarantee, the contribution cannot be processed.
Conflicting Share Contribution Amounts
In Section 6, donors must write the number of shares being contributed both as a number and spelled out in words. It is common for these two entries to conflict due to a typo. This discrepancy creates legal ambiguity and requires Fidelity Charitable to contact the donor for clarification, pausing the entire contribution process.
Choosing the Wrong Transfer Option for Outside Assets
When contributing assets from another firm (Section 3C), donors often select the wrong transfer option or miss crucial instructions. For example, the note requiring 'Option 2' for restricted stock is easily overlooked, and donors selecting this option frequently forget to include the mandatory copy of their most recent account statement. These mistakes will cause the transfer initiation to fail.
Incomplete Delivering Firm Information
For transfers from an external financial institution (Section 3C), providing incomplete or inaccurate information for the 'Delivering Firm' is a frequent problem. An incorrect account number, a misspelled firm name, or a wrong address will cause the transfer request to be rejected by the other institution. Using an AI-powered tool like Instafill.ai can help prevent this by validating data formats and ensuring all required fields are completed.
Mixing Individual and Entity Donor Information
In Section 1, a person contributing on behalf of a trust or corporation may mistakenly fill out their own name in the individual donor fields instead of checking the 'Entity' box and providing the entity's full legal name. This results in the tax receipt being issued to the wrong party, creating significant tax reporting complications. Since this form is a non-fillable PDF, a tool like Instafill.ai can convert it into an interactive version, guiding the user to the correct fields.
Failure to Disclose Stock Restrictions
Donors sometimes are not fully aware of restrictions on their shares and incorrectly check 'No' to the question about agreements or stop transfer orders in Section 2. This is a serious error, as undisclosed restrictions can legally prevent Fidelity Charitable from accepting or liquidating the stock. This discovery late in the process leads to the contribution being unwound and returned, wasting significant time.

Frequently Asked Questions About 144/145 Contribution Form

 

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This plan is for your 144/145 Contribution Form: your own AI agent fills it as often as 5 times a month. To fill other forms and upload your own, choose a Professional plan from your account.
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How does the AI fill out 144/145 Contribution Form?
You answer a few questions in plain words, or upload a document you already have. The AI reads what you give it and puts each answer into the right field of 144/145 Contribution Form, on every page, in seconds. It checks the answers against the form's own rules, and you review and change anything before you download, print or sign.
What happens to my information?
It is encrypted in transit and at rest, and it is never used to train AI.
How complex is 144/145 Contribution Form to fill out?
144/145 Contribution Form has a Form Complexity Index of 58 out of 100, in the moderate tier: 130 fillable fields across 5 pages. Instafill.ai's AI fills it in under a minute, with every field there for you to review before you download.
What is the purpose of the Fidelity Charitable 144/145 Contribution Form?
This form is used to make irrevocable contributions of assets, such as stocks, to a Fidelity Charitable® Giving Account®. It details the donor, the assets being contributed, and how those assets should be invested within the account.
Who needs to fill out this form?
This form should be completed by anyone wishing to make an irrevocable contribution to a new or existing Fidelity Charitable Giving Account. This includes both the Giving Account holder and third-party donors making a contribution.
What information is required to complete this form?
You must provide donor information, details about the assets being contributed, and your investment allocation choices. Fields marked with an asterisk (*) are mandatory, such as your Giving Account Number and contact details.
I am contributing to someone else's Giving Account. What do I need to know?
As a third-party donor, you must complete the donor information section and understand that while you may be eligible for a tax deduction, you will not have advisory privileges over the account. Your contribution is irrevocable once accepted.
How do I contribute restricted stock?
For restricted stock, you must provide details about your relationship to the company in Section 2 and select Option 2 in Section 3C. This authorizes Fidelity Charitable to initiate the transfer, which can take approximately three to six weeks.
What happens if I don't select any investment pools in Section 5?
If you do not make an investment recommendation, your contribution will be allocated to match your Giving Account's current pool allocation. If the account is new and unfunded, the contribution will be allocated to the Asset Allocation 20% Equity pool.
How do I submit the completed form?
You can submit the form via regular mail, overnight mail, or fax to the addresses and number provided on the last page. If your delivering broker requires an original signature, you must mail the form as faxes are not accepted in that case.
Can I get my contribution back after I submit the form?
No, all contributions are irrevocable once accepted by the Trustees of Fidelity Charitable. By signing the form, you acknowledge that the contribution is not refundable.
When is a Medallion Signature Guarantee required?
A Medallion Signature Guarantee stamp is required on the stock certificate itself if you are contributing physical stock certificates held in your personal possession, as detailed in Section 3B. This helps protect against fraudulent transfers.
How do I transfer securities from a financial institution other than Fidelity?
In Section 3C, you can either initiate the transfer yourself (Option 1) or authorize Fidelity Charitable to do it for you (Option 2). If you choose Option 2, you must include a copy of your most recent account statement from the other institution.
Can I use an AI tool to help me fill out this form?
Yes, services like Instafill.ai use AI to accurately auto-fill form fields, which can save you time and help reduce errors. This is especially useful for forms with multiple detailed sections.
How can I fill out this Fidelity Charitable form online?
You can use a service like Instafill.ai to fill out the form online. Simply upload the PDF, and the AI will identify the fields, allowing you to type your information directly and then save or print the completed document.
The PDF I downloaded isn't fillable. What can I do?
If you have a non-fillable or 'flat' PDF, you can use a tool like Instafill.ai to make it interactive. The service converts the static form into a fillable one, so you can easily enter your information without needing to print and write by hand.
Can I specify which tax lots of a stock to donate?
Yes, you can specify tax lots by providing the acquisition date and number of shares for each lot in Section 3. However, for assets from institutions other than Fidelity, Fidelity Charitable cannot guarantee the specified lots will be delivered.
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