Getting Started in the Charitable Investment Advisor Program

As an active manager of funds dedicated for charitable giving, this program allows you to leverage increased investment flexibility and report assets under management. Follow these steps below as you seek to get started.

My firm is not yet enrolled:

Contact a Charitable Planning Expert
Complete the Investment Advisor Firm Agreement
Provide a copy of your firm's Errors & Omissions Insurance Certificate
Complete the Charitable Investment Advisor Program Application
Register for GivingCentral or if your firm uses Fidelity Investments as a custodian, single-sign on with Wealthscape

I want to enroll my firm

My firm is actively enrolled:

Register for GivingCentral
Review our Working With Us Guide
Review the Investment Policies and Guidelines
Gain grant recommendation privileges on behalf of your client by completing the Agency Agreement
Establish alerts for various Giving Account activities using the Alerts Manager Tool

Tips for advisors on other custodial platforms