Enhanced Online Access for Corporate Giving Accounts
The Fidelity Charitable Gift Fund is pleased to introduce full online access for Corporate Giving Accounts, including making contributions, recommending grants and investment pool exchanges, and managing the Giving Account profile information on the web.
This online access provides organizations and authorized contacts with the ability to:
- Check your organizations Giving Account balance
- Recommend grants starting at $100 — and take advantage of automated recurring grant recommendations — to public charities that your organization frequently supports
- Track your organizations giving history — view details of contributions as well as approved grant recommendations
- Monitor investment pool performance and recommend reallocation of your organizations Giving Account balance up to twice a month
- Change your address and other Giving Account contact data.
Once a Corporate Giving Account is established, the contribution process can be initiated online, where a pre-filled Letter of Instruction is generated based on the details of the contribution.
Online access includes the ability to update Giving Account profile information for primary and secondary contacts.
Authorized contacts for existing Corporate Giving Accounts can log in easily by going to Create a PIN. If a contact is a current Fidelity customer, they should use their existing Fidelity.com or NetBenefits log in.
To set up a Corporate Giving Account, download an
Organization Giving Account Application (PDF) and follow the instructions.