Fidelity Charitable definition
Examples of Fidelity Charitable in a sentence
An “Account Holder” is a donor or donor advisor (as defined by IRS rules and regulations) and an Account Holder as defined in the Fidelity Charitable Program Guidelines.
Facsimile: ▇▇▇-▇▇▇-▇▇▇▇ To the CGF: Fidelity Charitable Gift Fund ▇▇▇ ▇▇▇▇▇▇▇ ▇▇▇▇▇▇▇▇▇, ▇▇▇▇ ▇▇▇▇▇▇, ▇▇ ▇▇▇▇▇ Attention: ▇▇▇▇ ▇▇▇▇▇▇▇ with a required copy to (which copy shall not constitute notice): ▇▇▇▇▇▇ ▇.
In consideration of the Investment Services performed in connection with this Agreement, Fidelity Charitable will pay the CIAP Advisor Firm an investment advisory fee (the “Advisory Fee”).
The CIAP Advisor Firm will provide proof of renewal of Errors & Omissions insurance upon request by Fidelity Charitable.
The CIAP Advisor Firm is not authorized to accept a contribution on behalf of Fidelity Charitable.
The CIAP Advisor ▇▇▇▇ agrees to deliver proxy voting material electronically to Fidelity Charitable’s agent as instructed by Fidelity Charitable.
All charitable contributions made to Fidelity Charitable are irrevocable and cannot be refunded.
For contributions made directly into a brokerage account registered to Fidelity Charitable on the Custodian Platform, CIAP Advisor Firm shall provide to Fidelity Charitable a Charitable Investment Advisor Program Contribution Form, which includes the Account Holder’s acknowledgment that the charitable contribution is irrevocable.
Firm is not being retained by Fidelity Charitable to provide a broader range of investment advisory and management services to Fidelity Charitable related to the Fidelity Charitable investment pools or other property of Fidelity Charitable.
An Account ▇▇▇▇▇▇’s contribution made directly to a brokerage account registered to Fidelity Charitable on the Custodian Platform will be complete when it is received and accepted by Fidelity Charitable.