Fidelity Charitable Letter of Authorization Completed Form Examples and Samples
Browse real-world examples of completed Fidelity Charitable Letter of Authorization forms. Each sample shows how to correctly fill out stock transfers, brokerage account details, DTC participant numbers, and donor information to ensure a smooth charitable contribution process.
Fidelity Charitable Letter of Authorization Example – Stock Transfer from Brokerage Account
How this form was filled:
A donor authorizes the transfer of appreciated shares of Apple Inc. (AAPL) held at Charles Schwab to Fidelity Charitable. The form includes the donor's Giving Account number, the delivering brokerage's DTC participant number, full share quantity, and donor contact information. The letter is signed and dated in January 2026.
Information used to fill out the document:
- Donor Full Name: Margaret L. Sullivan
- Donor Address: 4820 Elmwood Drive, Austin, TX 78701
- Donor Phone Number: (512) 555-0194
- Donor Email Address: [email protected]
- Fidelity Charitable Giving Account Number: 7891234560
- Delivering Broker / Financial Institution: Charles Schwab & Co., Inc.
- Delivering Broker DTC Participant Number: 0164
- Donor's Account Number at Delivering Broker: 4521-8876
- Security Name: Apple Inc.
- Ticker Symbol: AAPL
- Number of Shares to Transfer: 50
- Transfer Type: Full Shares (In-Kind)
- Purpose / Fund Recommendation: Unrestricted Giving
- Signature: Margaret L. Sullivan
- Date Signed: 01/14/2026
What this filled form sample shows:
- Correctly completed Fidelity Charitable Giving Account number to ensure shares are credited to the right account
- Accurate delivering broker DTC participant number for Charles Schwab to facilitate the electronic transfer
- Clearly identified security name and ticker symbol (Apple Inc. / AAPL) to prevent transfer errors
- Specified number of shares (50 full shares) with transfer type noted as in-kind
- Donor's brokerage account number at Charles Schwab included for proper account identification
- Properly formatted donor contact information including phone and email for follow-up
- Valid signature and date (January 14, 2026) authorizing the transfer as required by Fidelity Charitable
Form specifications and details:
| Use Case: | In-kind stock transfer of appreciated shares from an outside brokerage to Fidelity Charitable |
| Donor Type: | Individual donor with an existing Fidelity Charitable Giving Account |
| Asset Type: | Publicly traded equities (common stock) |
| Delivering Institution: | Charles Schwab & Co., Inc. |
| Receiving Institution: | Fidelity Charitable |
| Transfer Method: | DTC (Depository Trust Company) electronic transfer |
| Tax Benefit: | Donor avoids capital gains tax on appreciated shares and receives a fair market value charitable deduction |
| Form Purpose: | Authorize the delivering broker to transfer securities directly to Fidelity Charitable's account |
Created: February 25, 2026 06:03 AM
