Irrevocable Contribution Form and Letter of Instruction Completed Form Examples and Samples
Browse real filled examples of the Irrevocable Contribution Form and Letter of Instruction. See sample donor details, stock positions, account numbers, and investment pool allocations automatically extracted and mapped — perfect for understanding how to complete the form correctly.
Irrevocable Contribution Form and Letter of Instruction Example – Appreciated Stock Donation to Donor-Advised Fund
How this form was filled:
Our AI extracted donor details, account information, and investment instructions from a financial advisor's client memo and automatically filled the Fidelity Charitable Irrevocable Contribution Form and Letter of Instruction — correctly identifying the Fidelity account numbers, mapping stock positions and share counts, and allocating the contribution across the appropriate investment pools.
Source document used: Financial Advisor Client Memo
CLIENT CHARITABLE GIVING MEMO Prepared by: Daniel Osei, CFP® Osei Wealth Advisors, LLC Date: February 18, 2026 Re: Year-End Charitable Planning – Margaret Harrington This memo summarizes the agreed-upon charitable giving strategy for our client Margaret L. Harrington (SSN: 412-77-9034), a U.S. citizen residing at 84 Birchwood Lane, Concord, NH 03301. Best contact number is (603) 555-0182. Margaret has held a Fidelity Charitable Giving Account for several years under account number 7741-8823, registered as the Harrington Family Giving Account. She has confirmed she is the account holder (not a third-party donor) and wishes to make an irrevocable contribution of two appreciated stock positions currently sitting in her Fidelity brokerage account (account number X47-293011). Position 1: 350 shares of Apple Inc. (AAPL). The lot was acquired on March 14, 2019, at a cost basis of $38.72 per share (total lot cost: $13,552.00). These shares have appreciated significantly and contributing them directly avoids capital gains tax. Position 2: 200 shares of Microsoft Corporation (MSFT). This lot was acquired on July 22, 2020, at a cost basis of $203.50 per share (total lot cost: $40,700.00). Both positions are held in the same Fidelity nonretirement brokerage account (X47-293011). For the investment pool allocation within the Giving Account, Margaret has requested the following split: 60% to Asset Allocation 70% Equity Pool and 40% to U.S. Bond Index Pool, which aligns with her moderate growth charitable investment philosophy. She does not wish to use the CIAP managed account option. Margaret plans to support three local nonprofits over the next 18 months using her Giving Account balance — Concord Food Bank, the New Hampshire Land Trust, and a scholarship fund at Concord High School. No goods or services were received in exchange for this contribution. Please ensure the form is signed by Margaret and submitted to Fidelity Charitable promptly. I've advised her to retain a copy for her tax records, as this contribution is expected to generate a significant charitable deduction for the 2026 tax year. If there are any questions, she can be reached directly at the number listed above. – Daniel Osei, CFP® Osei Wealth Advisors, LLC (617) 555-0344
Information used to fill out the document:
- Donor Name & Account: Margaret L. Harrington, Giving Account #7741-8823 (Harrington Family Giving Account)
- Contact & Address: 84 Birchwood Lane, Concord, NH 03301 | (603) 555-0182 | U.S. citizen | SSN: 412-77-9034
- Fidelity Brokerage Account: Account #X47-293011 (nonretirement)
- Stock Position 1: 350 shares of Apple Inc. (AAPL), acquired March 14, 2019, lot cost $13,552.00
- Stock Position 2: 200 shares of Microsoft Corporation (MSFT), acquired July 22, 2020, lot cost $40,700.00
- Investment Pool Allocation: 60% Asset Allocation 70% Equity Pool, 40% U.S. Bond Index Pool
- Contribution Type: Assets held at Fidelity Investments – Stocks/Securities
What this filled form sample shows:
- Extracted donor name, SSN, and contact details from narrative advisory memo prose
- Identified Giving Account number and name embedded mid-paragraph alongside unrelated planning notes
- Parsed two separate stock positions with ticker symbols, share counts, lot acquisition dates, and cost basis from descriptive sentences
- Mapped a single Fidelity brokerage account number to both security contribution rows on the form
- Correctly interpreted a split pool allocation (60% / 40%) from a plain-language investment preference statement
- Determined the correct contribution type checkbox (Assets held at Fidelity Investments) from contextual clues in the memo
Form specifications and details:
| Use Case: | Donor contributing two appreciated stock positions from a Fidelity brokerage account to a Fidelity Charitable Giving Account |
| Source Document: | Financial advisor client planning memo |
| Contribution Type: | Assets held at Fidelity Investments (Stocks & Securities) |
| Stocks Contributed: | Apple Inc. (AAPL) – 350 shares; Microsoft Corp. (MSFT) – 200 shares |
| Investment Allocation: | 60% Asset Allocation 70% Equity Pool, 40% U.S. Bond Index Pool |
| Form Pages Covered: | Pages 1, 2A, 3, and 5 |
| Created: | March 10, 2026 06:00 AM |