1. Initiate the grant

From your GivingCentral dashboard, scroll to Active Giving Account, the list of the Giving Account for which you have transactional access. Select the Giving Account your client intends to use to fund this grant recommendation.

On the Account Summary page, click the Make a Grant button or hover over the Grant menu tab and select Grant to charities. (If you do not see these options, you will need to request transactional access from your client.)

1. Add a new charity

Click on the “Find a charity” button to find organizations your client wants to support and proceed to the next page of the tutorial.

2. Find a charity your client has previously supported

If your client has previously supported the charity, you can find the organization in the client’s grant list. Type in the search bar above the list and customize the search timeframe with the “Viewing” dropdown to change the timeframe of the charity list. Click “Help” for further information anytime in the process.

1. Search for a new organization

Use the search functionality to find a new charity your client would like to support. Our database includes over 1.8 million non-profit organizations. You can search by entering the charity name, address, or federal tax ID and then selecting “Search”.

2. Filter the search results

You can narrow your search by state if your client is looking for a local chapter of a larger national organization. You can also refine by sector. If the organization is not listed in the search results, you have the option to enter it manually, by clicking “Recommend a charity” at the bottom.

To learn more about a charity, view “Research Charity” with information from GuideStar^®.

3. Add the charity to the grant list

Once the correct organization is found, click on the “Select” button to the right.

1. Validate the pre-populated nonprofit information

Click “Charity details” to review the organization’s legal name and mailing address and confirm it is the organization your client would like to support in the popup. The default information is provided by the IRS.

2. If preferred, add additional contact information

If desired or requested by your client, add a contact name and/or phone number for the organization. Save any changes.

Note, this additional information is not required and is used for routing purposes only. Payments are made to the order of the organization name only.

1. Indicate the grant amount

Enter the grant recommendation dollar amount in the “Amount” box. If the client has a managed account or multiple accounts, indicate the source of the funds. If you need to change this later, there is an option to “Edit” after the grant is added.

IMPORTANT: The full Giving Account balance cannot be granted in GivingCentral. Please contact Fidelity Charitable for assistance if your client would like to grant the full balance.

2. Select the grant use

From the drop-down menu, select a category that tells the charity how your client would like the grant to be used. Certain fields will allow you to add more detail about the use. The default is “Where it’s needed most” which allows the organization to decide where the funds should be directed.

3. Indicate how your client should be acknowledged

Your client has several options for acknowledgement – their full name and mailing address, their Giving Account name only, or to remain anonymous. The “Edit” button allows you to verify your client’s address is correct.

4. Specify the grant timing

Select when your client would like funds to be distributed. You have three options for grant timing: submit a one-time grant as soon as possible, schedule a one-time grant for the future, or create a recurring grant. The default selection is a one-time grant issued “ASAP (as soon as possible).”

5. Add the grant to the grant list

If your client would like to make additional grant recommendations, you can repeat the previous steps to add multiple grants to the grant list.

6. When all grant details are complete, select “Next steps”.

1. Allocate per current percentages

Allows you to quickly allocate funds based on your current pool market values. Recommending the same allocations helps maintain the current investment strategy.

2. Specific allocations

Pool allocations can be entered in by a percentage or a dollar amount. Allocation cannot exceed the available pool market value.

3. Review total

The total must add up to 100%.

1. Review and confirm all grant recommendation details and edit if necessary

You can view and edit grant details and charity details if you need to make changes before submitting the grant recommendation.

2. Add your certification

Once you have proceeded to the next step, you will be asked to agree to several certifications. You can submit the grant recommendation after agreeing to the statements.

3. Submit the grant

Click “Submit grant” to send the grant recommendation to Fidelity Charitable for processing.

1. Review grant history

Access the details of your client’s grant recommendation at any time on the grant history page.

2. Print, if desired

Click the “Print” button to keep a hard copy for your records.