Fidelity Charitable Contribution Form Instructions
This file contains the necessary instructions for making contributions to a Fidelity Charitable Giving Account. It guides donors through the required information and steps for making irrevocable contributions. Ideal for individuals and entities looking to donate to charity through Fidelity.
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How do I fill this out?
To fill out this form, begin by providing your donor information including your name and contact details. Next, enter the asset information, detailing the shares or securities you wish to donate. Lastly, review your entries for accuracy before submitting the form.
How to fill out the Fidelity Charitable Contribution Form Instructions?
1
Enter donor information including name and contact details.
2
Provide details on the shares or securities you are donating.
3
Review all provided information for accuracy.
4
Sign the form where indicated.
5
Submit the completed form as per the instructions.
Who needs the Fidelity Charitable Contribution Form Instructions?
1
Individuals looking to make a charitable contribution.
2
Companies wanting to donate to nonprofit organizations.
3
Trustees managing charitable donations on behalf of trusts.
4
Estate executors wishing to allocate funds to charities.
5
Financial advisors aiding their clients in philanthropic efforts.
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What are the instructions for submitting this form?
To submit the completed form, you may fax it to 877-665-4274 or send it via registered mail to Fidelity Charitable. Ensure you include all required information and signatures. Double-check your entries for completeness and accuracy before sending, as missing information may delay the processing of your contribution.
What are the important dates for this form in 2024 and 2025?
The important dates relevant for this form include contribution deadlines for the 2024 and 2025 tax years. Contributions made by December 31st are applicable for tax deductions in the respective tax year. Ensure all contributions are processed timely to maximize your charitable impact.
What is the purpose of this form?
The purpose of this form is to streamline the process of making irrevocable contributions to a Fidelity Charitable Giving Account. It is designed for donors to provide essential information about their donations, ensuring compliance with IRS requirements for charitable contributions. Proper completion of this form helps facilitate the efficient transfer of assets to charitable organizations.
Tell me about this form and its components and fields line-by-line.
- 1. Donor Information: Includes personal details such as name, contact info, and account number.
- 2. Asset Information: Details regarding the securities or assets being donated.
- 3. Irrevocable Contribution: Confirmation of the donation type and associated documentation.
- 4. Company Contact Information: Contact details for the company related to the securities being donated.
- 5. Signature: Area for the donor's signature, confirming the contribution.
What happens if I fail to submit this form?
If the form is not submitted correctly, the contribution process may be delayed, and taxable events may not be honored. Donors may need to resubmit the form with accurate information to avoid penalties. It is crucial to double-check all entries before submission to ensure compliance.
- Inaccurate Information: Errors in the form may lead to incorrect processing.
- Delayed Contributions: Failure to submit on time can jeopardize tax deductions.
- Missing Documentation: Not providing necessary attachments may result in rejection of the contribution.
How do I know when to use this form?
- 1. Making Charitable Contributions: Essential for all personal or corporate charitable donations.
- 2. Transferring Securities: Use this form to facilitate the transfer of securities to charities.
- 3. Managing Trust Contributions: Trustees must fill out this form for donations made by trusts.
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