Getting Started in the Charitable Investment Advisor Program

Getting started in the Charitable Investment Advisor Program

For Advisors

As an active manager of funds earmarked for charitable giving, this program allows you to leverage increased investment flexibility and report assets under management. As you get started, you'll want to complete these five next steps to make the most of the account.

Next steps:

  1. Register for Giving Central
  2. Email with the name and email address of your firm’s money movement contact(s)
  3. Review the Investment Guidelines
  4. Gain grant recommendation privileges on behalf of your client by completing the Agency Agreement
  5. Tips for advisors on other custodial platforms


Charitable Investment Advisor Program Orientation

Learn to maximize the program’s offerings to best support your clients.