What Happens to Your Fidelity Charitable Account When You Die
Quick Facts
DAF balance
Name successor account holder
Contact
1-800-262-6039
Grants
Review scheduled grants
Step-by-Step Guide
Name successor account holder
Contact Fidelity Charitable at 1-800-262-6039 to designate a successor account holder for the donor-advised fund.
Review scheduled grants
Check for recurring or scheduled grants and determine if they should continue under the successor.
Document Now Checklist
- Current DAF balance
- Designated successor (if any)
- Scheduled or recurring grants
- Fidelity Charitable account number
Last verified: June 2026. Platform policies may change. Verify current procedures directly with Fidelity Charitable. This guide is for informational purposes only and does not constitute legal advice.
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