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Fidelity CharitableSM |
Fidelity Private Foundation Services |
Description |
- The Giving Account program allows you to dedicate money to charitable purposes in a uniquely convenient and effective way. You can support your favorite charities on a flexible timetable, while maximizing your tax savings, so you can potentially give more to the causes that are important to you, when they need it most
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- Fidelity Private Foundation Services® minimizes the administrative burdens and risks associated with managing a private foundation by providing recordkeeping and administrative services, compliance support and investment management flexibility
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Minimum Funding Amount |
- $5,000 - an irrevocable charitable contribution to Fidelity CharitableSM
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Deduction Limitations |
Since Fidelity CharitableSM is an independent public charity, you are eligible for the maximum tax deduction for your charitable contribution:
- Cash gifts: 50% of Adjusted Gross Income (AGI)
- Publicly traded stock: 30% of AGI deductible at fair market value if held for one year or more
- Other appreciated assets: 30% of AGI deductible at fair market value if held for one year or more
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- For more information on Fidelity Private Foundation Services, please contact Fidelity Family Office Services at 866-273-2130
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Assets Accepted |
- Cash (by check or wire), securities including certain restricted, control and lock-up stock, and certain special assets (including certain residential real estate and art) on a case-by-case basis
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- For more information on Fidelity Private Foundation Services, please contact Fidelity Family Office Services at 866-273-2130
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Your Role in Investment |
- You recommend an investment approach, choosing among either asset allocation pools or individual investment pools with different investment objectives
- Additionally, if you plan to establish a Giving Account with a balance greater than $250,000, you can nominate a qualified independent investment advisor to provide investment management services for the charitable assets held in a Giving Account through the Charitable Investment Advisor Program (CIAP). The program offers a wide array of investments that allow advisors to tailor portfolios to their clients' needs. Eligible advisors can invest in securities, bonds, and alternative investments such as hedge funds, hedge fund-of-funds, and private equity.
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- For more information on Fidelity Private Foundation Services, please contact Fidelity Family Office Services at 866-273-2130
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Your Role in Grant-making |
- You may recommend grants to any IRS-qualified public charities subject to Fidelity Charitable's review and approval
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- For more information on Fidelity Private Foundation Services, please contact Fidelity Family Office Services at 866-273-2130
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Your Family's Role |
- You can name up to four Account Holders (one Primary Account Holder and three Additional Account Holders) to participate in all Giving Account privileges. You also can name successors to assume all Giving Account privileges after the death of the last remaining Account Holder
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- For more information on Fidelity Private Foundation Services, please contact Fidelity Family Office Services at 866-273-2130
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Privacy |
- You can be acknowledged for grants or choose to remain anonymous on a grant-by-grant basis
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- For more information on Fidelity Private Foundation Services, please contact Fidelity Family Office Services at 866-273-2130
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See information on Fidelity Private Foundation Services . This page will open in a popup window.
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