Before you set up a Giving Account, read the Gift Fund Policy Guidelines (PDF) to learn more about important policies and procedures.

New Giving Account

Set Up a Giving Account online

It takes just a few minutes to complete the set up process. You will need:

• Social Security numbers, dates of birth, and contact information for all Account Holders
• A name for your Giving Account
• If applicable, the name of your advisor or Fidelity representative who informed you about the Giving Account
• Names and contact information for individual or organization "successors" — those who will become Account Holders or charitable recipients after your death
• The amount of your initial irrevocable contribution ($5,000 minimum) and where the funds are coming from — your bank account, a Fidelity brokerage account, or other financial institution

Please note that a Corporate Giving Account cannot be set up online.

Adding Another Giving Account

Primary Account Holders are not able to set up an additional Giving Account online. Instead, you can download and complete a Donor Application (PDF) and follow the instructions.

Fidelity brokerage customers: You will also need to complete a
Letter of Authorization (PDF) if you plan to make contributions from a Fidelity brokerage account to your new Giving Account.

Corporate Giving Account

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.

Learn more about Corporate Giving