Forms

Charitable Investment Advisor Program Forms
For the Advisor
Advisor materials required to begin

In addition to the forms below, we require the following:

  • An electronic copy of your ADV
  • A copy of your firm's insurance certificate and fee schedule
  • A list of your firm's intended investment types (i.e. stocks, bonds, mutual funds, ETFs)
Investment Advisor Agreement (PDF)

This form asserts the advisor agrees to comply with the Charitable Investment Advisor Program Guidelines (PDF).

Please contact us to learn whether your firm already has an Agreement on file.

It must be signed by someone who is authorized to act on behalf of the entire firm, such as an officer or principal.

Alternative Investment Transaction Request Form (PDF)

This form is required if the Advisor would like to recommend an investment in or redemption from an alternative investment held in a managed account within the Charitable Investment Advisor Program.

The form must include the specific details of the transaction as a request of Fidelity Charitable.

For the Donor
Enrollment Application (PDF)

This form initiates enrollment in the Charitable Investment Advisor Program and set up of a Giving Account. It must be signed by the donor and advisor.

Contribution Form (PDF)

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.

Additional Important Documents
For the advisor and donor

Fidelity Charitable Policy Guidelines (PDF) Charitable Investment Advisor Program Investment Policies and Guidelines (PDF)

For the advisor

Charitable Investment Advisor Program Investment Guidelines (PDF) Charitable Investment Advisor Program Overview (PDF)

Call for Assistance

Please call for help with the Charitable Investment Advisor Program:
800-262-6039

PDFs require Adobe® Reader®.