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Corpus: 1990-03-17 – 2025-12-01

December 2025

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Set 10

1 result for “"CHARITABLE INVESTMENT ADVISOR"”

EFTA01851894Set 10

12p4,010w

FIDELITY Charitable Make more of a difference Charitable Investment Advisor Program Description and Investment Policies and Guidelines EFTA_R1_00246307 EFTA01851894 TABLE OF CONTENTS Introduction to the Charitable

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... Getting Started 1 Contributions 2 Grant Making 3

Policies and Guidelines for

Program Assets 4 Recordkeeping and Reporting 6 Fees and Expenses 7 Fees and Expenses ... Last updated: April 2014 EFTA_R 1_00246308 EFTA01851895 INTRODUCTION TO THE

PROGRAM The Board of Trustees ("Trustees") of Fidelity

' has established the

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01851894.pdf