October 2007
Dear Advisor,
In this issue, you'll discover some unique insights into how charitable giving can impact your clients' taxes. You'll also learn about the Fidelity® Charitable Gift Fund'sSM two new investment pools.
Income Tax Myths Related to Charitable Contributions
The first article reviews the basic principles of the Alternative Minimum Tax (AMT) and discusses how a taxpayer's charitable planning may be impacted.
Enhanced Investment Pool Program
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. With these additions, your clients now have even more choices for index investing.
As your dedicated resource, Fidelity Charitable Services is available to help you with any of your clients' charitable giving needs. Please call us at
1-800-280-6357. We look forward to helping you help your clients.
The Fidelity® Charitable Gift FundSM ("Gift Fund") is an independent public charity with a donor-advised fund program. Various Fidelity companies provide non-discretionary investment management and administrative services to the Gift Fund. Charitable Gift Fund and the Charitable Gift Fund logo are service marks, and 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 Corp., used by the Gift Fund under license.
Fidelity Charitable Services is a registered service mark of FMR Corp.
Help your clients meet important tax deadlines.
View the Gift Fund's Year-End Timetable.
Visit the Gift Fund's website to find everything you need to meet your clients' 2007 charitable giving goals.
Call: 1-800-280-6357