Fidelity Charitable Gift Fund

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  Fidelity Charitable’s Contributions, Grants Set Records

  By Michael S. Fischer  |  July 22, 2011

  Fidelity Charitable, the largest provider of DAFs in the U.S., on Wednesday reported a record-breaking 30% increase in contributions for the first half of 2011.

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  Private Stock Finding Its Way Into Donor Advised Funds, Says Fidelity’s Valas

  By James J. Green, AdvisorOne  |  June 16, 2011

  ‘Complex’ assets, especially C- and S-Corp shares, can be particularly valuable when gifted to DAFs

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  Donor Advised Funds: Maximize the Tax Benefits, Build a Legacy

  By Andrew Rice, Money Management Services  |  June 15, 2011

  A DAF allows clients to create their own version of a family foundation.

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  Fidelity Charitable Gift Fund Reports Record Q1 Giving

  By Kathleen McBride, AdvisorOne  |  April 15, 2011

  Report attributes rise, in part, to stock market’s rebound and Japan disaster, and a more strategic view of giving.

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  Fidelity Charitable Gift Fund Set Record for Nonprofit Giving in 2010

  By Michael S. Fischer  |  January 11, 2011

  Donors to the Fidelity Charitable Gift Fund supported U.S. charities in record numbers in 2010, the Gift Fund reported Tuesday.

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  Donor Advised Funds: Busting the Myths, Experiencing the Reward

  By Kathleen McBride, AdvisorOne  |  December 1, 2010

  Don't let misunderstandings about donor-advised funds keep you from exploring this worthy charitable vehicle.

• Fidelity Gift Fund Reports Surge in Grant Contributions

  By Willette Francis  |  August 13, 2010

  Fidelity Charitable Gift Fund's (Gift Fund) donors made more than 152,000 grants totaling $531 million to nonprofits nationwide during the first half of 2010.

• Fidelity Poll Says Charitable Giving May Rise to Offset Taxes

  By Marlene Y. Satter, AdvisorOne  |  July 25, 2010

  Advisors surveyed in a poll released July 21 by the Fidelity Charitable Gift Fund expected clients' taxes to rise, and fully one quarter (26%) said they also expected clients to raise their level of charitable giving to offset the increase.

• Who's Giving, and How, and Why?

  By James J. Green, AdvisorOne  |  October 1, 2009

  If you're working with clients and want to encourage charitable giving, whom should you talk to, and how? "There is some limited anecdotal evidence that...

• How Can Investment Advisors Retain Assets and Do Good Deeds?

  By Staff Writer  |  July 8, 2009

  Now investment advisors can retain control of the asset management function for client's gifts placed in a donor-advised fund (DAF), until the assets are granted out to charities (which can be years).