How do I make grant recommendations once my Giving Account is funded?
Three options are available for recommending grants. You may recommend grants online from your Giving Account, within our iOS app or over the phone with a representative.
An online granting tutorial is available through the Fidelity Charitable Demo Giving Account. To access, select "Start the Demo" button and choose the "Demo Account Family Charitable Fund." Once in the demo account, hover over "Grant" in the main navigation and select "Grant to Charities." On this screen in the upper right-hand corner, below the demo Giving Account number, select the "Tutorial" link.