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Fidelity Charitable Services can help keep you abreast of current events affecting charitable giving by providing timely, relevant information.
View the June 2008 Giving Outlook — our eNewsletter for advisors to stay on top of news and information. Sign up to receive future issues via email.
Current articles:
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Giving Outlook - Past articles from our eNewsletter
Strategic Advisers Inc., Investment Manager of the Fidelity® Charitable Gift FundSM
— March 2008
Strategic Advisers Inc., a Fidelity Investments company, provides non-discretionary investment management services, conducts research, and recommends funds for the Gift Fund's investment pools of information.
New International Granting Program — November 2007
Supporting causes in the United States is not the only way Americans want to give. International philanthropy can be a key component of a charitable plan.
Dispelling Some of the Income Tax Myths of Charitable Planning — October 2007
By Christopher R. Williams, Principal, Personal Financial Services, Ernst & Young LLP.
Enhanced Investment Pool Program — October 2007
The Gift Fund has expanded its menu of individual investment pools with the addition of two new pools: the 500 Index Pool and the International Index Pool.
Funding Globally: Tax and Legal Concerns — July 2007
By Robert P. Goldman, Esq. Goulston & Storrs, P.C., Boston
Maximize Your Tax Savings — July 2007
Now is a good time to help your clients start planning for their 2007 tax return.
Passing the Torch — March 2007
Helping your clients instill solid philanthropic values in their
children and grandchildren.
Charitable Giving for Procrastinators (PDF) — November 2006
Laura Peebles, Deloitte Tax LLP
Combining Estate Planning with Asset Allocation — September 2006
Gregory R. Friedman, Greycourt & Co., Inc.
Private Foundations: Distribution Choices (PDF) — February 2006
John M. Panetta, Managing Director, Wealth and Tax Advisory Services, Inc.
Cross-Border Grant Making by Private Foundations — Fall 2005
Jane Peebles, Partner, Brigham McCutchen
Estate and Charitable Planning for Art and Collectibles — Summer 2005
David L. Daniels and David T. Leibell, Cummings & Lockwood, LLC
Charitable Planning - Periodic updates
Highlights of the Pension Protection Act (PDF) — September 2006
Benefits of Donating Retirement Assets to Charity — June 2006
Post-Tax Season Can Spur Strategic Approach to Giving (PDF) — April 2006
Claiming and Documenting Charitable Deductions (PDF) — February 2006
White Papers and Article Reprints
Smart Giving: Maximizing Your Charitable Dollars Through Donations of Appreciated Stocks and Mutual Funds (PDF) — October, 2007
Please Give Generously: High-net-worth charitable giving can be more than a random act of kindness (PDF)
Financial Planning, October, 2005
Advisors Can Help Themselves by Helping Clients with Charitable Giving (PDF)
Registered Rep, August 31, 2005
Looking Out for the Future: An Orientation for Twenty-first Century Philanthropists (PDF)
Published by Global Business Network and Monitor Institute, members of the Monitor Group, August, 2005
Giving Outlook - Articles from our e-newsletter
Strategic Advisers Inc., Investment Manager of the Fidelity® Charitable Gift FundSM
— March 2008
Strategic Advisers Inc., a Fidelity Investments company, provides non-discretionary investment management services, conducts research, and recommends funds for the Gift Fund's investment pools of information.
New International Granting Program— November 2007
Supporting causes in the United States is not the only way Americans want to give. International philanthropy can be a key component of a charitable plan.
Dispelling Some of the Income Tax Myths of Charitable Planning — October 2007
By Christopher R. Williams, Principal, Personal Financial Services, Ernst & Young LLP.
Enhanced Investment Pool Program — October 2007
The Gift Fund has expanded its menu of individual investment pools with the addition of two new pools: the 500 Index Pool and the International Index Pool.
Funding Globally: Tax and Legal Concerns — July 2007
By Robert P. Goldman, Esq. Goulston & Storrs, P.C., Boston.
Maximize Your Tax Savings — July 2007
Now is a good time to help your clients start planning for their 2007 tax return.
Passing the Torch — March 2007
Helping your clients instill solid philanthropic values in their
children and grandchildren.
Charitable Giving for Procrastinators (PDF) — November 2006
Laura Peebles, Deloitte Tax LLP
Combining Estate Planning with Asset Allocation — September 2006
Gregory R. Friedman, Greycourt & Co., Inc.
Private Foundations: Distribution Choices (PDF) — February 2006
John M. Panetta, Managing Director, Wealth and Tax Advisory Services, Inc.
Cross-Border Grant Making by Private Foundations (PDF) — Fall 2005
Jane Peebles, Partner, Brigham McCutchen
Estate and Charitable Planning for Art and Collectibles (PDF) — Summer 2005
David L. Daniels and David T. Leibell, Cummings & Lockwood, LLC
Charitable Planning - Periodic updates
Highlights of the Pension Protection Act (PDF) — September 2006
Benefits of Donating Retirement Assets to Charity — June 2006
Post-Tax Season Can Spur Strategic Approach to Giving (PDF) — April 2006
Claiming and Documenting Charitable Deductions (PDF) — February 2006
White Papers and Article Reprints
Smart Giving: Maximizing Your Charitable Dollars Through Donations of Appreciated Stocks and Mutual Funds (PDF) — October, 2007
Please Give Generously: High-net-worth charitable giving can be more than a random act of kindness (PDF)
Financial Planning, October, 2005
Advisors Can Help Themselves by Helping Clients with Charitable Giving (PDF)
Registered Rep, August 31, 2005
Looking Out for the Future: An Orientation for Twenty-first Century Philanthropists (PDF)
Published by Global Business Network and Monitor Institute, members of the Monitor Group, August, 2005
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