Set Up a Giving Account online
Before you set up a Giving Account, read the Fidelity Charitable Policy Guidelines (PDF) to learn more about important policies and procedures.
New Giving Account
Advisors & Professionals
You can Register for GivingCentral® to set up Giving Accounts for your clients.
Add Another Giving Account
Primary Account Holders are not able to set up an additional Giving Account online. Instead, you can download and complete a Donor Application (PDF) and follow the instructions.
Corporate Giving Account
Set up a Giving Account for a corporation, firm, or other business entity by fax or mail. Download and complete an Organization Giving Account Application (PDF) and follow the instructions.
Speak with a representative: 1-800-262-6039
Find out more
Manage Your Giving Online
- Make contributions
- Make grant recommendations
- Set up recurring grant recommendations
- Track grants by sector, region, and organization
- Export historical data for recordkeeping
- Recommend exchanges among investment pools
- Update your profile
- Choose and modify successor options
- Access all Giving Account activity details
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