Set up a Giving Account online, on the phone, by fax or by mail. Before you set up a Giving Account, review the Gift Fund Policy Guidelines (PDF) to learn more about the policies and procedures.

Corporate Giving: 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. Call to speak with a representative: 1-800-682-4438.

Set up a Giving Account online

For individual and family giving, go to Set Up a Giving Account online and follow these five steps:

• 1. Enter Primary and Additional Account Holder information. You will need Social Security Numbers, dates of birth, and contact information for both Account Holders.
• 2. Name the Giving Account. You can personalize the Giving Account by naming it — for example, The Smith Family Charitable Fund.
• 3. Give us information about your advisor. If you work with a tax or estate planning advisor in planning your charitable giving, be sure to have their contact information available. If your advisor will need to obtain information or perform transactions on your behalf, be sure to complete the Giving Account Access Form (PDF).
• 4. Elect your successors. "Successors" for your Giving Account can be one or more individuals who will assume all Giving Account privileges after your death, or recommended charitable organizations to receive the Giving Account assets, or a combination of both.
  Learn more about Passing It On
• 5. Validate your information. If the information is correct, you're ready to make your initial irrevocable contribution, online, by wire, or by check.

Make a contribution

You must begin with an initial irrevocable contribution to the Gift Fund of $5,000 or more, received within 30 days of submitting your Donor Application.

Contributions from a Fidelity Brokerage account to the Gift Fund can be made online. If you are contributing assets from a Fidelity Retirement account or assets held at another financial institution, you can initiate the process online.

Contribute the types of assets that have the biggest impact.

Take an immediate tax deduction for your contributions to the charity.

Donate the assets and securities that can provide the most tax benefit for you. For example, you may be able to eliminate capital gains tax on gifts of long-term appreciated securities.

Learn more about Tax Benefits & Contributions and Donating Special Assets.

Advise how your contributions are invested

The assets in the Giving Account are invested so they have the potential to grow and subsequently increase your charitable impact.

Once the Gift Fund has received your contribution, recommend where you want the contributions invested:

• Individual investment pools
• Asset allocation pools
• Nominate an advisor to manage a portion of the investments (see eligibility guidelines)

Learn more about Investment Options

Exchanges can be recommended among investment pools a maximum of two times per calendar month online, on the phone, by fax or by mail

Let the Gift Fund handle the rest

Once a Giving Account is set up and an initial contribution has been made to the Gift Fund, we'll send you a confirmation and all the information you'll need for tax-filing purposes.

We provide confirmations for each contribution and grant.

Quarterly, we send a summary of all granting and contribution activities, along with a performance report on the investment pools.

We provide a year-end summary as well as a single tax form for filing purposes.¹