How to help: Hurricane Helene and Hurricane Milton guidance
Time is running out to make tax-deductible contributions in 2024. Review our year-end contribution guidelines.
For Advisors
What levels of access can my client assign me and what is the process for doing so?
Can I be alerted on the status of activity for my client’s Giving Account?
How can my client access their account online?
How can I setup a Successor for my client?
My client has inherited a Giving Account – what do we need to do?
Where can I find the details regarding the Admin Fees on CIAP accounts?
We offer advisors transactional and non-transactional access. Review this chart with your client to determine which level is appropriate.
Advisor Access levels
column one has list of features of access level, column two and three show the distinct difference in access level features
| Compare access features | Non-Transactional | Transactional |
|---|---|---|
| View: Giving Account balance, contribution history, and grant history | ||
| View: Giving Account statements and tax forms | ||
| Initiate irrevocable contributions | ||
| Recommend grants* | ||
| Reallocate between investment pools | ||
| Update donor contact information | ||
| Add or modify successor information | ||
| Obtain Giving Account information online or via phone |
*Advisors enrolled in the Charitable Investment Advisor Program must complete an Agency Agreement prior to recommending a grant.
Account access can be requested during the account opening process or from the GivingCentral dashboard at any time once the Giving Account is established. From the dashboard, select Request Account Access from the upper right corner of the dashboard. Next, you will be prompted to enter your client’s name, Giving Account number and desired access level. If you do not know the Giving Account number, you can alternatively provide your client’s date of birth and the last four digits of his/her social security number. Once your client approves, access should occur immediately.
Yes, this can be done through the Alert Manager Tool on GivingCentral. Upon logging in:
1. Navigate to the Your Profile tab in the upper right corner of your GivingCentral dashboard.
2. Select Go to Alerts Manager just below your contact information. Read and accept the user agreement.
3. Expand the subscriptions menu along the left side of the screen: Manage all alerts > Fidelity Charitable> Giving Account. From here, you have the option to subscribe to all alerts or only those you’d like to receive.
4. Edit your delivery options and save settings. You may add up to three email addresses per Giving Account to receive each alert.
Clients can access their Giving Account donor portal, or if your client has an existing brokerage account with Fidelity Investments, they can use the link in their portfolio view for single sign-on.
View this demo to see the platform your client uses.
A successor, or successors, is critical to continuing your clients charitable giving beyond their lifetime. Naming an individual, charity, or combination of both establishes a giving tradition and continues support of the causes they care about.
View this demo that walks you through the step-by-step process.
A copy of the Death Certificate will need to be sent to Fidelity Charitable via fax 877-665-4274. Once received, the successor will receive a packet with a letter detailing the Giving Account information, a grant recommendation form, a donor application, and a copy of the program guidelines. The successor has the option to grant the funds out of the deceased donor’s account or create their own account.
If your client chooses to open a new Giving Account, the most efficient way for you to setup the new Giving Account for your client is online. Please make sure to include the G number and all required information to ensure accurate and timely transfer of assets.
The Administrative Fee is based on the Giving Account balance which includes all balances in the CIAP accounts. The fee covers our costs, like processing transactions and providing donor support. View our tiered fee structure.
The Administration Fee is calculated quarterly and paid in arrears. You will receive detailed instruction from the Fidelity Charitable team on paying these fees.