Transcription of Fidelity Charitable Program Guidelines
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Fidelity Charitable Program Guidelines
Fidelity Charitable Program GUIDELINESFIDELITY Charitable Program GUIDELINEST hese Fidelity Charitable Program Guidelines ( Guidelines ) describe the donor-advised fund Program of the Fidelity Investments Charitable Gift Fund ( Fidelity Charitable ), as well as important policies, procedures, and benefits associated with establishing and maintaining a donor-advised fund ( Giving account ) at Fidelity Charitable . All activities of Fidelity Charitable , and participation in the donor-advised fund Program , are subject to the terms and conditions of the Fidelity Charitable Declaration of Trust ( Declaration of Trust ) and these Guidelines . Fidelity Charitable is governed by an independent Board of Trustees ( Trustees ), who are responsible for all aspects of its operations. The Trustees reserve the right to modify the Program and these Guidelines at any time, subject to the provisions of the Declaration of OF CONTENTS Fidelity Charitable : a Public Charity with a Donor-Advised Fund Program 1 Establishing a Giving account 2 Contributions 4 Tax Considerations 9 Investment Options 10 Pool Allocation Process 12 Grantmaking 13 Recordkeeping and Reporting 19 Fees and Expenses 20 Successor Options 22 Naming an Individual Successor 23 Recommending a Charitable Organization Successor 23 Recommending the Endowed Givi
Individual Account Holders will be asked to recommend at least one successor for the Giving Account. This successor(s) can be an individual to assume Giving Account privileges, and/or Qualified Charitable Organizations to receive any remaining balance in the Giving Account after the death of the last remaining Account Holder.
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