Teaching Charity Values to Family
"Do you know what I ask my kids for for Christmas? A donation to my donor-advised fund. Do I need any more ties, socks or pajamas?"
— Johnne Syverson, President of the International Association of Advisors in Philanthropy
A Legacy Through Estate Planning
Fidelity® Charitable Gift Fund Offers Simplicity and Convenience
At a time when donors want to maximize the use of their philanthropic dollars, donor-advised funds (DAFs) have become a valuable tool for achieving charitable objectives. DAFs are now a popular alternative to private foundations because they offer many of the same benefits without the expense and paperwork.
Regardless of the assets used to make their contributions, Fidelity Charitable Gift Fund donors can recommend a variety of investment approaches to provide the potential for the account assets to grow.
The Fidelity® Charitable Gift Fund ("Gift Fund") is an independent public charity with a donor-advised fund program. Various Fidelity companies provide nondiscretionary investment management and administrative services to the Gift Fund. "Giving Account" is a registered service mark of the Trustees of the Fidelity Investments® Charitable Gift Fund. Fidelity and Fidelity Investments are registered service marks of FMR LLC, used by the Gift Fund under license.
Page 1 2