Wednesday, June 24, 2009
Fidelity Lowers Minimum Asset Terms for Gift Fund
The board of trustees for the Fidelity Charitable Gift Fund has voted to lower the minimum asset requirement for its Charitable Investment Advisor Program (CIAP) to $250,000 from $1 million.
The CIAP, established in 2006, allows investment advisors to develop and implement investment strategies for the donors’ Giving Account at the Gift Fund as long the donors meet the minimum asset requirements. By lowering the minimum asset requirement, the board of trustees has made CIAP accessible to more donors...
Banking Investment Consultant: Fidelity Lowers Minimum Asset Terms for Gift Fund
The CIAP, established in 2006, allows investment advisors to develop and implement investment strategies for the donors’ Giving Account at the Gift Fund as long the donors meet the minimum asset requirements. By lowering the minimum asset requirement, the board of trustees has made CIAP accessible to more donors...
Banking Investment Consultant: Fidelity Lowers Minimum Asset Terms for Gift Fund
Permalink posted by markw @ 9:42 AM 
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