Expanded Grant History Views Show Grants since Inception and Allow Customization

We have updated the Grant History section of our website to let donors see grant recommendations since inception of their Giving Account, and to offer a customizable format that can be saved for future display.

For donors' advisors, the GivingCentralSM platform provides easier Giving Account set up and access for financial advisors, CPAs, and tax and estate attorneys.

Grant History since Inception, by Specified Timeframes, and by Individual Organization

When donors go to the Grant History section, instead of only five years to select from and view, donors can access information on all grant recommendations since they set up their Giving Account.

The new "Select a Timeframe" dropdown allows donors to choose any year or "since inception." Additionally, they can now input unique date ranges to view, allowing them to see only the dates they specify.

Donors can also select a single organization to view if they would like to only see grant recommendations to a specific charity.

Now the Ability to "Customize This Page"

Donors can add more information about each grant to their view.

The standard view includes:

  • Organization name
  • Grant recommendation amount
  • Grant status
  • Grant date
  • Grant recommendation submit date

This information can now be added:

  • Organization address
  • Contact name at the organization
  • Tax Identification Number
  • Charitable sector
  • Information on recurring and future grants
  • Check status
  • Check number
  • Grant designation
  • Acknowledgment — the person who was acknowledged for the grant

Each donor has the option to select "Save these settings," enabling the same display when they log in again.

All grant data can be exported as a Comma Separated Value (CSV) file, which can be uploaded into any spreadsheet software, like Excel.

New Grant Summary by Organization

"Summary by Organization" is a section added to help donors see what their impact has been to each nonprofit organization. This page displays all charities to which grants have been made, for any timeframe specified.

Donors can expand their view to see the total amount of grants made to each organization, or to see each individual grant made to a given organization, including the dates, designation, and amounts of those grants.

From all grant views, donors continue to have access to the grant detail for each recommendation.

GivingCentralSM for Advisors

When a donor gives their advisor access to a Giving Account, the advisor will now experience the Giving Account the way their client does — through our new online platform, GivingCentral.

There's also a new "paperless" way to set up a Giving Account, where advisors can do everything online, including making the initial contribution on their client's behalf. The donor receives an email providing an easy, online way to approve the Giving Account.

Additionally, firm-wide access is now available. This expansion of Giving Account access allows firms that take a team approach to managing a client's financial account to apply that same method to a client's Giving Account, as the client authorizes.

Ongoing Enhancements at Fidelity Charitable

These changes were made based on suggestions from donors and their advisors — and to help donors more efficiently support the causes they care about.

Comments and feedback are always welcome as we plan for future enhancements.