Reduce paperwork. Expedite processing.
Go online to easily open a Giving Account, initiate a contribution, recommend a grant and view transaction history.
Open a Giving Account
Make changes or grant access to my Giving Account
Giving Account Access Form
Used to authorize an individual, such as your financial advisor or another interested party, to obtain information or perform transactions on your behalf.
Giving Account Change Form
Allows you to make changes to the personal information associated with the Giving Account, add additional Account Holders, and add or change successor elections.
I am a(n)
Learn more about the Charitable Investment Advisor Program
In addition to the forms listed, we require the following:
This form asserts the advisor agrees to comply with the Charitable Investment Advisor Program Investment Policies and Guidelines (PDF)
It must be signed by someone who is authorized to act on behalf of the entire firm, such as an officer or principal. Please contact us to learn whether your firm already has an Agreement on file.
This form requires the primary donor to acknowledge and agree to information specific to holding alternative investments within the Charitable Investment Advisor Program. This form only needs to be signed once by the donor, but must precede or accompany the initial Alternative Investment Transaction Request Form provided by the advisor.
This form is required if the Advisor would like to recommend an investment in or redemption from an alternative investment managed as part of the Charitable Investment Advisor Program.
The form must include the specific details of the transaction as a request of Fidelity Charitable.
This form allows a donor to appoint the Advisor Firm managing the investments in a donor's Giving Account as an agent to recommend grants to charitable organizations on the donor's behalf.
This form is required if the donor is making additional contributions to Fidelity Charitable. It must be signed by the donor.
If looking to enroll assets currently held in an existing Giving Account, this form is not needed.
I want to
Make a contribution
Complete the attached Letter of Instruction to contribute mutual funds and securities held at firms other than Fidelity.
Print, complete and sign the form and fax or mail it.
Set up direct deposit
This form allows the income beneficiary to have quarterly payments deposited directly into their bank account, or to update mailing addresses.
Download and print the form. Complete and sign it and fax or mail it.