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Organizational Giving Account® Application, page 1
Complex · 63/100Form Complexity Index

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What this form asks for

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This form is an application for business entities to open an Organizational Giving Account® with Fidelity Charitable, which is a donor-advised fund designed for corporate philanthropy. It allows organizations to make irrevocable contributions of cash or securities, receive a potential tax deduction, and then recommend grants to qualified charities over time. Today, this form can be filled out quickly and accurately using AI-powered services like Instafill.ai, which can also convert non-fillable PDF versions into interactive fillable forms.
Fillable fields182
Pages12
Form Complexity IndexComplex, 63/100

The AI checks your answers before you download

14 checks built for this form, so a wrong date or a missing answer is caught before anyone else sees it.

Validates Federal Tax ID Number Format

This check ensures that the Federal Tax ID Number entered in Section 1 is in the standard nine-digit format (XX-XXXXXXX). This is crucial for correctly identifying the organization for tax and legal purposes with the IRS. If the format is incorrect, the submission will be rejected, as it would prevent the proper establishment and reporting of the account.

Ensures Minimum Initial Contribution Amount

This validation verifies that the total value of the irrevocable contribution detailed in Section 3 meets the specified minimum. The system checks if the sum of all cash, securities, and other assets is at least $25,000, or $100,000 if it is a Corporate Giving Account. Failure to meet this minimum will prevent the application from being processed, as it does not meet the program's entry requirements.

Verifies Investment Pool Allocation Totals 100%

This check confirms that the sum of all percentage allocations across the investment pools in Section 4 equals exactly 100%. This is necessary to ensure the entire initial contribution is allocated according to the donor's wishes, leaving no portion uninvested or misallocated. If the total is not 100%, the form will be flagged for correction before it can be submitted.

Checks for Conditional Completeness of Contribution Details

This validation ensures that if a specific contribution method is selected in Section 3, all associated required fields are filled out. For example, if the 'Wire' checkbox is ticked, the 'Wire Amount' and 'Bank Name' fields must not be empty. This prevents incomplete transaction data, which would make it impossible for Fidelity Charitable to process the contribution.

Validates Uniqueness of Certifying Officer

This check enforces the rule in Section 5, Part I, that the certifying officer must be different from any individuals listed as Authorized Giving Account Contacts in Part II. An exception is made only if the 'Sole Officer' checkbox is selected. This validation is important for corporate governance and preventing self-authorization, and a mismatch will halt the application pending correction.

Validates Social Security or Taxpayer ID Number Format for Contacts

This check ensures that the Social Security Number or Taxpayer ID Number for each authorized contact in Section 5 follows the correct format (e.g., XXX-XX-XXXX for SSN). This information is required for identity verification and compliance with anti-money laundering (AML) regulations. An invalid number will result in a validation error and prevent the contact from being added.

And 8 more checks
  • Validates Date of Birth for Authorized Contacts
  • Verifies Business Email Address Format
  • Ensures All Required Fields in Section 1 are Complete
  • Confirms Signature Presence for All Authorized Contacts
  • Validates Consistency Between Printed Name and Signature
  • Verifies Prerequisite for Non-Fidelity Securities
  • Ensures At Least One Contribution Method is Selected
  • Validates Phone Number Format

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How to Fill Out Fidelity Charitable Organizational Giving Account Application Online for Free in 2026

What the AI walks you through.

  1. Navigate to Instafill.ai and upload or select the Fidelity Charitable Organizational Giving Account Application.
  2. Provide your organization's information in Section 1, including the legal name, Federal Tax ID, and primary contact details.
  3. In Section 2, specify the name for your Giving Account, and in Section 3, detail your initial irrevocable contribution, whether it's cash, securities, or another asset type.
  4. Use the AI assistant to complete Section 4 by recommending how your contribution should be allocated across the available investment pools.
  5. Complete Section 5 to certify the organization's authority and designate the authorized individuals who can manage the Giving Account.
  6. Review all the information entered for accuracy, then securely e-sign the application in the required signature blocks in Sections 5 and 7.
  7. Download the completed application and any necessary attachments, such as the Letter of Instruction, and submit them to Fidelity Charitable via mail or fax as instructed on the form.

Common Mistakes in Completing Fidelity Charitable Organizational Giving Account Application

The ones the AI is built to catch.

Investment Pool Allocations Not Totaling 100%
In Section 4, applicants must recommend how their contribution is invested, and the percentages must add up to exactly 100%. A common mistake is a simple math error, where the total is over or under 100%. This forces a processing halt while the firm contacts the applicant for clarification, delaying the account setup and investment of funds. Always double-check your calculations before submitting the form.
Incorrect Signature on Officer Certification
Section 5, Part I requires a certification signature from an officer who is not named as an authorized contact in Part II, unless the 'Sole Officer' box is checked. People often miss this instruction and have the same person sign Part I and act as the primary contact in Part II without being a sole officer. This violates the form's governance rules and will lead to the application being returned for correction.
Using a Notary Instead of a Medallion Signature Guarantee
When contributing physical stock certificates (Section 3), the form requires a Medallion Signature Guarantee, which is a special signature guarantee for transferring securities. Applicants frequently mistake this for a standard notary public stamp, which is not acceptable. Submitting a form with only a notary stamp will cause the stock transfer to be rejected, halting the contribution process entirely.
Forgetting the Letter of Instruction for External Assets
If contributing securities or mutual funds held at a firm other than Fidelity, a separate 'Letter of Instruction' form (pages 9-12) is mandatory. It's common for applicants to perfectly fill out the main application but forget to complete and attach this crucial document. Without it, Fidelity Charitable cannot initiate the transfer of assets, leaving the contribution incomplete until the form is provided.
Using an Individual's SSN for the Organization's Tax ID
In Section 1, the 'Federal Tax ID Number' field requires the organization's Employer Identification Number (EIN). However, the person filling out the form sometimes mistakenly enters their own Social Security Number (SSN). This leads to a mismatch in records and will cause the application to be rejected, as the account must be tied to the legal business entity, not an individual.
Providing Only a Dollar Amount for a Securities Contribution
When contributing securities in Section 3, the 'Number of Shares' is a required field, while the 'Approximate Dollar Amount' is optional. Applicants sometimes only fill in the dollar amount they wish to donate, but the transaction is processed based on shares. This ambiguity forces the processor to contact the applicant for clarification, delaying the trade. Always specify the exact number of shares to ensure a smooth transaction.
Missing Signatures from All Authorized Contacts
Section 7 requires signatures from all individuals listed as authorized contacts in Section 5. If an organization lists a primary contact and two additional contacts, all three must sign the form. A frequent oversight is missing the signature of one or more of the additional contacts, rendering the application incomplete and requiring it to be sent back for the missing signatures.
Submitting an Illegible or Incorrectly Filled-Out Form
The form instructs users to 'print clearly in CAPITAL letters and black ink.' Handwritten forms that are difficult to read, use the wrong ink color, or are filled out in lowercase can lead to data entry errors by the processing team. This can cause mistakes in names, account numbers, or contribution amounts, leading to significant delays. To prevent this, it is best to type directly on the form. Since this is a flat PDF, a tool like Instafill.ai can make it fillable, ensuring all entries are clear and legible.
Attempting an Initial Contribution Below the Minimum
The form clearly states a '$25,000 Minimum Initial Donation' (or $100,000 for a Corporate Giving Account) in Section 3. Applicants sometimes overlook this requirement and specify a contribution amount that is too low. This will result in an automatic rejection of the application, and the applicant will be notified that they must meet the minimum threshold to proceed, causing unnecessary delays.

Frequently Asked Questions About Fidelity Charitable Organizational Giving Account Application

 

Is it really free for 7 days?
Yes. You pay $0 today. Cancel before Nov 8 and you are never charged. Keep it, and it is $19.99 a month for 5 fills of your Fidelity Charitable Organizational Giving Account Application.
Can I fill other forms too?
This plan is for your Fidelity Charitable Organizational Giving Account Application: your own AI agent fills it as often as 5 times a month. To fill other forms and upload your own, choose a Professional plan from your account.
How do I cancel?
From your account, in two clicks, any time. No email, no call.
How does the AI fill out Fidelity Charitable Organizational Giving Account Application?
You answer a few questions in plain words, or upload a document you already have. The AI reads what you give it and puts each answer into the right field of Fidelity Charitable Organizational Giving Account Application, on every page, in seconds. It checks the answers against the form's own rules, and you review and change anything before you download, print or sign.
What happens to my information?
It is encrypted in transit and at rest, and it is never used to train AI.
How complex is Fidelity Charitable Organizational Giving Account Application to fill out?
Fidelity Charitable Organizational Giving Account Application has a Form Complexity Index of 63 out of 100, in the complex tier: 182 fillable fields across 12 pages. Instafill.ai's AI fills it in under a minute, with every field there for you to review before you download.
What is the purpose of the Organizational Giving Account Application?
This form is used by corporations, trusts, and other business entities to establish a donor-advised fund, called a Giving Account®, with Fidelity Charitable for their philanthropic activities. It allows the organization to make an irrevocable charitable contribution and then recommend grants to qualified charities over time.
Who is eligible to open an Organizational Giving Account?
This application is intended for corporations, trusts, or other business entities. It cannot be used to open an account for nonprofit organizations or private foundations.
Is there a minimum donation to open an account?
Yes, there is a minimum initial contribution of $25,000. For a Corporate Giving Account, which is subject to additional fees, the minimum initial donation is $100,000.
What types of assets can I contribute to open the account?
You can contribute cash (via check, wire, or from a Fidelity account), securities or mutual funds, and stock certificates. For other assets like restricted stock or real estate, you must call Fidelity Charitable for specific instructions.
What is the 'Letter of Instruction' and when do I need it?
The Letter of Instruction is a separate form required only if you are contributing securities or mutual funds held at a financial firm other than Fidelity. It authorizes the transfer of those assets to your Fidelity Charitable Giving Account.
What happens if I don't choose an investment pool in Section 4?
If you do not make a recommendation for how to invest your initial contribution, it will automatically be allocated to the 'Asset Allocation 20% Equity' pool by default.
What information is required for the authorized contacts on the account?
For each authorized contact, you must provide their full name, date of birth, Social Security or Taxpayer ID number, title, and business contact information. These individuals will be authorized to manage the account and recommend grants.
Can I contribute funds directly from a Fidelity IRA account?
No, Fidelity Charitable cannot process contribution requests directly from an IRA. You must first request a distribution from your IRA to a non-retirement account and then contribute the funds from there.
How do I submit the completed application?
You can submit the completed form and any necessary attachments by fax to 877-665-4274 or by mail. The form provides separate addresses for regular and overnight mail.
What are the fees for this type of account?
Each Organizational Giving Account has an annual administrative fee of 0.60% of assets or $500, whichever is greater. Corporate Giving Accounts are also assessed an additional annual administrative fee of $10,000.
I am the only officer in my organization. How do I complete the certification in Section 5?
If you are the sole officer, you can check the 'Sole Officer' box in Part I of Section 5. This allows you to sign the certification even if you are also listed as an authorized contact in Part II.
Can I use an AI tool to help me fill out this application?
Yes, services like Instafill.ai use AI to accurately auto-fill form fields with your saved information, which can save you significant time and help prevent errors.
How can I fill out this PDF form online if it's not interactive?
If the PDF is not fillable, you can use a service like Instafill.ai. It can convert flat, non-fillable PDFs into interactive forms that you can easily complete and sign online.
How do I use Instafill.ai to complete this form?
Simply upload the Organizational Giving Account Application PDF to Instafill.ai. The platform will make the form fillable, and you can use its AI-powered tools to auto-fill your organization's information before downloading or printing the completed document.
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