Your clients are already giving. Whether you're assisting them with this important aspect of their financial plan, or are interested in learning how to get a conversation started, the Gift Fund can help.
The Gift Fund provides the best-in-class support, education, and technology enabling you and your clients to be thoughtful and effective when planning charitable giving.
Access Your Clients' Giving Accounts Online
As a professional advisor, you can help your clients manage their Giving Accounts online through the Giving Account Access Center. Advisors can view Giving Account information, receive duplicate statements, make irrevocable contributions and recommend exchanges and grants on behalf of your clients.
Gift Fund donors must authorize their professional advisors with one of two types of access to their Giving Account:
Individual Access — Gift Fund donors may authorize their professional advisor to obtain information regarding their Giving Account. Donors can authorize either Inquiry Access or Transactional Access.
- Inquiry Access allows advisors to obtain client Giving Account balances and investment allocations online and/or via phone.
- Transactional Access allows advisors to recommend exchanges among Gift Fund Investment Pools, make irrevocable contributions on their client’s behalf, and recommend grants on their client’s behalf.
Shared Access — Gift Fund Donors may also authorize shared access to their Giving Accounts for other members of the advisor firm, including partners, colleagues, assistants, etc. This access is limited to Giving Account information only and does not include transactional capability.
Call 1-800-262-6039 to find out more, or download forms to get started:
Giving Account Access Form (PDF)
Advisor Agreement for Giving Account Access (PDF)
The Growing Popularity of Donor Advised Funds
Among various giving vehicles that are available, the donor advised fund is one of the most popular. Growth in the number of individual donor advised fund accounts has been dramatic, showing a 471% increase in donor accounts between 1995 and 2005.
Learn about the Fidelity Charitable Gift Fund's donor advised fund — the Giving Account®
Speak with a representative: 1-800-262-6039
When making contributions from a Fidelity brokerage account:
Advisors cannot make a contribution online on their client's behalf.
Also, your client must have a signed Letter of Authorization (PDF) on file with the Gift Fund.
Please call us at 800-952-4438 to facilitate the contribution, or if you have any questions.
Please note that our contact information has changed.
Download Forms
PDFs require Adobe® Reader®.
More Online Resources
The Fidelity Charitable Services web site contains information for advisors on other charitable giving vehicles, including comparisons, news, and regulatory updates.
For more information on other giving vehicles, visit: FidelityCharitableServices.com.