When you donate pre-IPO shares to your Giving Account, you’re making a tax-deductible donation to Fidelity Charitable, allowing you to make a larger donation to causes of your choice.
But because your account is a donor-advised fund, you advise Fidelity Charitable on how to grant the money out to your favorite charities.
The tax deduction can offset your taxable income, such as capital gains on securities, including a sale of shares through EquityZen.
Fidelity Charitable is the brand name for Fidelity® Investments Charitable Gift Fund, an independent public charity with a donor-advised fund program. Various Fidelity companies provide services to Fidelity Charitable. The Fidelity Charitable name and logo are service marks, and Fidelity is a registered service mark, of FMR LLC, used by Fidelity Charitable under license. 856438.1.0
Investment opportunities posted on this website are "private placements" of securities that are not publicly traded, are subject to holding period requirements, and are intended for investors who do not need a liquid investment. Investing in private companies may be considered highly speculative and involves a high degree of risk, including the risk of substantial loss of investment. Investors must be able to afford the loss of their entire investment. See our Risk Factors for a more detailed explanation of the risks involved by investing through EquityZen’s platform.
EquityZen Securities LLC (“EquityZen Securities”) is a subsidiary of EquityZen Inc. EquityZen Securities is a broker/dealer registered with the Securities Exchange Commission and is a FINRA/SIPC member firm.
Equity securities are offered through EquityZen Securities. Check the background of this firm on FINRA’s BrokerCheck.
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