Charitable Giving Account

[Tampersonalprogress]

I recently opened a Fidelity Charitable Giving Account and made my first donation to the Church. On my Fidelity App. it states the Church has received my donation, but when I view my LDS Donation Summary page I have not been credited for the donation. What am I doing wrong? I made the donation several days ago and checked my LDS account this morning and it still has not been posted to my LDS account.

[garystroble]

I recently opened a Fidelity Charitable Giving Account and made my first donation to the Church. On my Fidelity App. it states the Church has received my donation, but when I view my LDS Donation Summary page I have not been credited for the donation. What am I doing wrong? I made the donation several days ago and checked my LDS account this morning and it still has not been posted to my LDS account.

My guess is those donations are going through Church headquarters and thus will not show on donations you make to your local ward or branch or donate on the Church web page. You will receive a separate donation summary at the end of the year from Salt Lake City on donations made directly as described.

[gertschj]

Is there any guidance on how to setup grants from Fidelity Charitable account? Trying to adapt the guidance from: https://philanthropies.churchofjesuschr ... ts/ira-qcd

Some specific questions:
1) Where do you put the member record number? Somewhere in the Acknowledgement field?
2) Did you enter "Tithe" in Use field or create a custom one (e.g., Tithing, Fast Offering, etc.)?