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Fidelity Charitable Electronic Funds Transfer Disclosures
Use of Electronic Funds Transfer:
I may use Electronic Funds Transfer to transfer funds electronically from my account at my bank to Fidelity
Charitable
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How to fill out fidelity charitable gift fund
How to fill out fidelity charitable gift fund
01
Step 1: Visit the Fidelity Charitable Gift Fund website
02
Step 2: Click on the 'Give Now' button
03
Step 3: Select the type of asset you wish to contribute (cash, securities, or other assets)
04
Step 4: Specify the amount or quantity of the asset you want to donate
05
Step 5: Choose the charitable organization or cause you want to support
06
Step 6: Provide your personal information, including name, address, and contact details
07
Step 7: Review the details of your contribution and make any necessary adjustments
08
Step 8: Confirm your donation and proceed to the payment section
09
Step 9: Choose your preferred payment method and provide the required information
10
Step 10: Complete the transaction and receive a confirmation of your donation
Who needs fidelity charitable gift fund?
01
Individuals who wish to make donations to charitable organizations
02
Donors who want to take advantage of tax benefits associated with charitable giving
03
People who prefer to pool their donations with other like-minded individuals
04
Those seeking a convenient and flexible way to manage their charitable giving
05
Investors looking to contribute appreciated assets while potentially reducing capital gains taxes
06
Families or individuals interested in establishing a long-term giving strategy
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