This is the first step you'll need to take in order to transfer securities from your Fidelity account to your BlueGive DAF.
Below are instructions for setting up standing journal instructions from your Fidelity account to GiveClear Foundation's Fidelity account (the 501c3 that supports BlueGive):
In Wealthscape, select the standing payment instructions form
Fill out the Account Owner information on behalf of the client and include any originating accounts they may use to fund their DAF account:
Set up a One-Directional Journal to GiveClear Foundation’s account. The account number is 628703323:
Both the client and advisor (or advisor representative) will sign the form and submit to Fidelity for processing:
