Getting started in the Charitable Investment Advisor Program
As an active manager of funds dedicated for charitable giving, this program allows you to leverage increased investment flexibility and report assets under management. Follow these steps below as you seek to get started.
My firm is not yet enrolled:
- Contact a Charitable Planning Expert
- Complete the Investment Advisor Firm Agreement
- Provide a copy of your firm's Errors & Omissions Insurance Certificate
- Complete the Charitable Investment Advisor Program Application
- Register for GivingCentral or if your firm uses Fidelity Investments as a custodian, single-sign on with Wealthscape
My firm is actively enrolled:
- Register for GivingCentral
- Review our Working With Us Guide
- Review the Investment Policies and Guidelines
- Gain grant recommendation privileges on behalf of your client by completing the Agency Agreement
- Establish alerts for various Giving Account activities using the Alerts Manager Tool
Tips for advisors on other custodial platforms
Frequent tasks
PROGRAM ENROLLMENT
ACCOUNT OPENING
ACCOUNT MAINTENANCE
