The Giving Account
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Advisor Access levels
column one has list of features of access level, column two and three show the distinct difference in access level features
|Compare access features||Non-Transactional||Transactional|
|View: Giving Account balance, contribution history, and grant history|
|View: Giving Account statements and tax forms|
|Initiate irrevocable contributions|
|Reallocate between investment pools|
|Update donor contact information|
|Add or modify successor information|
|Obtain Giving Account information online or via phone|
*Advisors enrolled in the Charitable Investment Advisor Program must complete an Agency Agreement prior to recommending a grant.
Account access can be requested during the account opening process or from the GivingCentral dashboard at any time once the Giving Account is established. From the dashboard, select Request Account Access from the upper right corner of the dashboard. Next, you will be prompted to enter your client’s name, Giving Account number and desired access level. If you do not know the Giving Account number, you can alternatively provide your client’s date of birth and the last four digits of his/her social security number. Once your client approves, access should occur immediately.
Yes, this can be done through the Alert Manager Tool, which can be found in your profile on GivingCentral. You can set up any type of alert you wish to receive with up to three email addresses: Contribution, Giving Account Approval, Grant Recommendation, Pool Exchange, Statement, etc.
A successor, or successors, is critical to continuing your clients charitable giving beyond their lifetime. Naming an individual, charity, or combination of both establishes a giving tradition and continues support of the causes they care about.
View this demo that walks you through the step-by-step process.
A copy of the Death Certificate will need to be sent to Fidelity Charitable via fax 877-665-4274. Once received, the successor will receive a packet with a letter detailing the Giving Account information, a grant recommendation form, a donor application, and a copy of the program guidelines. The successor has the option to grant the funds out of the deceased donor’s account or create their own account.
If your client chooses to open a new Giving Account, the most efficient way for you to setup the new Giving Account for your client is online. Please make sure to include the G number and all required information to ensure accurate and timely transfer of assets.
The Administrative Fee is based on the Giving Account balance which includes all balances in the CIAP accounts. The fee covers our costs, like processing transactions and providing donor support. View our tiered fee structure.