Fidelity Charitable Letter of Authorization Completed Form Examples and Samples
Explore a detailed example of a filled Fidelity Charitable Letter of Authorization (LOA). This sample demonstrates how to correctly complete the form to grant a financial advisor specific permissions over your donor-advised fund, making it a perfect guide for donors.
Fidelity Charitable Letter of Authorization Example
How this form was filled:
This example shows a completed Fidelity Charitable Letter of Authorization (LOA) used to grant a financial advisor specific permissions over a donor-advised fund. The donor has clearly identified their account, named the advisor, and selected specific authorities, such as recommending grants and investments, while withholding others.
Information used to fill out the document:
- Donor Name: Jane A. Smith
- Giving Account Number: 123-456789-0
- Date of Signature: 01/15/2026
- Authorized Advisor Name: Michael Johnson
- Advisor's Firm: Premier Wealth Advisors
- Advisor's Address: 456 Oak Avenue, Suite 200, Anytown, ST 54321
- Advisor's Phone Number: (555) 123-4567
- Advisor's Email: [email protected]
- Permissions Granted: View information online, Recommend grants, Recommend investment allocations for the Investment Pool(s)
- Permissions Withheld: Add or remove Account Holders, Change the address of record
- Signature: Jane A. Smith
What this filled form sample shows:
- Clearly identifies the donor and their Giving Account number.
- Specifies the full contact details for the authorized financial advisor.
- Precisely checks off the specific permissions being granted to the advisor.
- Includes a valid signature and date from the donor to execute the authorization.
- Demonstrates how to authorize an advisor for key activities like grant and investment recommendations.
Form specifications and details:
| Form Name: | Fidelity Charitable Letter of Authorization for a Giving Account |
| Use Case: | Authorizing a financial advisor to manage a donor-advised fund. |
| Purpose: | To grant a third party, typically a financial advisor, specific authority to access information and/or transact on a donor's Giving Account. |
Created: February 25, 2026 06:42 PM
