Pooled Income Fund

OppenheimerFunds to End Donor Advised Fund Program

By Michael S. Fischer | October 6, 2011

OppenheimerFunds will end its Legacy Donor Advised Fund Program and transfer the assets to Fidelity Charitable, the firm’s chief marketing officer, Marty Willis, announced in a Sept. 9 letter to account holders.
Income Tax Planning with Pooled Income Funds

By Gavin Morrissey, JD, LLM, Commonwealth Financial, Gavin Morrissey, JD, LLM, Commonwealth Financial | December 14, 2009

Estate tax reduction, no setup fees and income and capital gains advantages can make this charitable choice a workhorse for some clients.

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Business Evaluator

The Business Evaluator tool is designed to educate advisors on career options. Get recommendations unique to your situation as the Business Evaluator intuitively guides you through exploring a change.