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Online Account Management

You can manage your account with Franklin Templeton Charitable Giving Fund via secure online access. To establish your online account and password, work with your financial advisor.

Account Agreement and updating. With the help of your financial advisor, you can fill out an Agreement to establish an account online, providing information on donors, account advisors and successors. Your financial advisor will need to fax the completed and signed Agreement to Renaissance Charitable Foundation, Inc. at (866) 728-9335.

Secure account access. Through password protection, only you and your advisor(s) have access to your online acccount. To change your password, login to your account and select the “Change Your Password” link on the bottom of the Account Summary page.

Up-to-date account summary. Your account balance and activity are available in summary form online. You can also view a detailed history and status of all contributions to your account and all grants recommended from your account.

Contributions. Through your financial advisor, you can initiate contributions of securities or cash to your account online.

Researching charities. You can use the nonprofit search engine, GuideStar to research and locate any charitable or 501(c)(3) organization in the United States. The search result includes the mission of the charity/nonprofit and the information required to recommend a grant.

Grant recommendation. The entire grant recommendation process can be conducted online, from identifying the recipient charitable organization, to verifying that the grant has been cashed by the organization. Grant requests can be made by completing a Grant Recommendation Form online or by submitting a completed form to your financial advisor.

Quarterly account statements. In addition to online access, you'll receive quarterly statements from Franklin Templeton Charitable Giving Fund by mail summarizing all activity in your account.

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