Getting started in the Charitable Investment Advisor Program

For Advisors

As an active manager of funds dedicated 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. Review our Working with Us Guide
  3. Review the Investment Guidelines
  4. Gain grant recommendation privileges on behalf of your client by completing the Agency Agreement
  5. Establish alerts for various Giving Account activities using the Alerts Manager Tool.

  Tips for advisors on other custodial platforms


Charitable Investment Advisor Program Orientation

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