The Giving Account
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There are two Giving Account access levels and they can be granted online the Giving Account Access form:
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.