Set Up a Giving Account online
Before you set up a Giving Account, read the Fidelity Charitable Policy Guidelines (PDF) to learn more about important policies and procedures.
New Giving Account
Set Up a Giving Account online
Advisors & Professionals
You can Register for GivingCentral® to set up Giving Accounts for your clients.
Learn more about GivingCentral®
Add Another Giving Account
Primary Account Holders are not able to set up an additional Giving Account online. Instead, you can download and complete a Donor Application (PDF) and follow the instructions.
Corporate Giving Account
Set up a Giving Account for a corporation, firm, or other business entity by fax or mail. Download and complete an Organization Giving Account Application (PDF) and follow the instructions.
Speak with a representative: 1-800-262-6039
Find out more
Manage Your Giving Online
- Make contributions
- Make grant recommendations
- Set up recurring grant recommendations
- Track grants by sector, region, and organization
- Export historical data for recordkeeping
- Recommend exchanges among investment pools
- Update your profile
- Choose and modify successor options
- Access all Giving Account activity details
PDFs require Adobe® Reader®.