""Fidelity Charitable"" — Epstein Files Search

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EFTA01851894Set 10

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 Investment Advisor ... EFTA01851895 INTRODUCTION TO THE CHARITABLE INVESTMENT ADVISOR PROGRAM The Board of Trustees ("Trustees") of Fidelity Charitable' has established the Charitable Invest- ment Advisor Program ("Program") to allow certain qualified independent ... advisors the opportunity to provide investment advisory and management services with respect to certain Fidelity Charitable assets that have been allocated to Giving Accounts that the Trustees have designated

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

EFTA00563381Set 9

2011-07-293p826w

Brennan < >, Darren Indyke Subject: Re: Emailing: Acronyms-cheat sheet, Brochure Fidelity Donor Advised Funds _ Fidelity Charitable Services, Brochure Overview _ Fidelity Charitable Gift Fund, CCH IRS letter ruling, CCH tax case ... Subject: e: w: Emailing: Acronyms-cheat sheet, Brochure Fidelity Donor Advised Funds _ Fidelity Charitable Services, Brochure Overview _ Fidelity Charitable Gift Fund, CCH IRS letter ruling, CCH tax case ... Subject: Emailing: Acronyms-cheat sheet, Brochure Fidelity Donor Advised Funds _ Fidelity Charitable Services, Brochure Overview _ Fidelity Charitable Gift Fund, CCH IRS letter ruling, CCH tax case 1, CCH tax case

https://www.justice.gov/epstein/files/DataSet%209/EFTA00563381.pdf

EFTA00674727Set 9

2011-07-283p559w

leevacation@gmail.com> Subject: Fw: Emailing: Acronyms-cheat sheet, Brochure Fidelity Donor Advised Funds Fidelity Charitable Services, Brochure Overview Fidelity Charitable Gift Fund, CCH IRS letter ruling, CCH tax case ... Attachments: Acronyms-cheat_sheet.pdf; Brochure_Fidelity_Donor Advised Funds Fidelity_Charitable Services.pdf; Brochure_Overview Faelity_Ch—aritable Gift Fund.pdf; CCH letter_ruling.pdf; CCH_tax_case_1.pdf; CCH_tax_case 2.pdfl CCH_tax case_3.pcif; CCH_tax_case_4.pdf ... Subject: Emailing: Acronyms-cheat sheet, Brochure Fidelity Donor Advised Funds _ Fidelity Charitable Services, Brochure Overview _ Fidelity Charitable Gift Fund, CCH IRS letter ruling, CCH tax case 1, CCH tax case

https://www.justice.gov/epstein/files/DataSet%209/EFTA00674727.pdf

EFTA00916663Set 9

2011-07-293p555w

jeevacation@gmail.com> To: Subject: Re: Fw: Emailing: Acronyms-cheat sheet, Brochure Fidelity Donor Advised Funds _ Fidelity Charitable Services, Brochure Overview _ Fidelity Charitable Gift Fund, CCH IRS letter ruling, CCH tax case ... Subject: Emailing: Acronyms-cheat sheet, Brochure Fidelity Donor Advised Funds _ Fidelity Charitable Services, Brochure Overview _ Fidelity Charitable Gift Fund, CCH IRS letter ruling, CCH tax case 1, CCH tax case ... following file or link attachments: Acronyms-cheat sheet Brochure Fidelity Donor Advised Funds _ Fidelity Charitable Services Brochure Overview Fidelity Charitable Gift Fund CCH IRS letter ruling CCH tax case

https://www.justice.gov/epstein/files/DataSet%209/EFTA00916663.pdf

EFTA00607660Set 9

2011-07-192p348w

Donor Advised Funds I Fidelity Charitable Services http://www.fidelitycharitableservices.com/charity-giving-help/solutions/... FIDELITY CHARITABLE 41Ig. SERVICES" SI Donor Advised Funds Description A program of a public charity that allows you to make ... cash contributions. Speak with a representative: Find out more Learn about the Fidelity Charitable Gilt Fund's Donor Advised Fund Use the Charitable Solution Selector 1 of 2 7/19/2011 ... EFTA00607660 Donor Advised Funds I Fidelity Charitable Services http://www.fidelitycharitableservices.com/charity-givingthelp/solutions/... Compare Charitable Giving Options Compare Charitable Income Options Print sbIsllaa © 2011 FMR LLC. All rights resolved

https://www.justice.gov/epstein/files/DataSet%209/EFTA00607660.pdf

EFTA01104564Set 9

2011-12-057p5,354w

when, if ever, the money is distributed to an organization for DAFs — the Fidelity Charitable operating charity. Moreover, because the sponsor- Gift Fund — is the third largest public charity ... that specific requirements are met. ^Many commercial DAFs market themselves as being able to 'Fidelity Charitable Gift Fund fact sheet, available at http:// handle "complex assets." As Fidelity Charitable Gift

https://www.justice.gov/epstein/files/DataSet%209/EFTA01104564.pdf

EFTA01104571Set 9

2014-01-137p1,981w

donor-advised funds are growing at eye-popping double-digit rates. At this pace, Fidelity Charitable, the biggest of the advised funds, will soon surpass United Way Worldwide and become ... suggest that the availability of donor-advised funds has spurred more charitable giving. Fidelity Charitable proclaims in its promotional materials that in the two decades since it was created, overall

https://www.justice.gov/epstein/files/DataSet%209/EFTA01104571.pdf

EFTA00793118Set 9

2010-01-122p408w

Trade Date Category Tax Description Asset Name Principal Cash 1/12/2010 Beneficiary Distribution Transfer to Fidelity Charitable gift fund Apple Inc Com (4,154.00) 4/1/2010 Beneficiary Distribution Transfer to Fidelity Charitable

https://www.justice.gov/epstein/files/DataSet%209/EFTA00793118.pdf

EFTA00973634Set 9

2013-10-252p517w

grown every single year and tripled in all over the past decade,reports Fidelity Charitable, the largest donor-advised program in the nation. Donor-advised funds have been around

https://www.justice.gov/epstein/files/DataSet%209/EFTA00973634.pdf

EFTA01950812Set 10

2013-10-252p516w

grown every single year and tripled in all over the past decade,reports Fidelity Charitable, the largest donor-advised program in the nation. Donor-advised funds have been around

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01950812.pdf

EFTA00973636Set 9

2013-10-252p519w

grown every single year and tripled in all over the past decade,reports Fidelity Charitable, the largest donor-advised program in the nation. Donor-advised funds have been around

https://www.justice.gov/epstein/files/DataSet%209/EFTA00973636.pdf

EFTA01005840Set 9

2018-07-123p1,136w

checking account, annual gifts made to family members and a distribution to Noam's Fidelity Charitable Gift Fund (FM). Please let me know if you have any further questions. Best

https://www.justice.gov/epstein/files/DataSet%209/EFTA01005840.pdf

EFTA02726638Set 11

2011-12-22173p35,821w

Stettin v. TD Bank, N.A. 21 11-02288-RBR Stettin v. Fidelity Charitable Gift Fund 22 11-02473-RBR Stettin v. Regent Capital Partners

https://www.justice.gov/epstein/files/DataSet%2011/EFTA02726638.pdf

EFTA01299460Set 10

2018-06-052p487w

JPMOROAN CHASE BANK, NA PFC MANOANILLO NEW YORK NY FAMILY 00F1088826ADDRESS FIDELITY CHARITABLE 200 SEAPORT BLVD. 297-000442 BOSTON MA 02210-2031 6X NATIONAL FINANCIAL SERVICES LLC UNITED STATES

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01299460.pdf

Corpus: 1990-03-17 – 2025-12-01

December 2025

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Results by Dataset14 total

Set 9

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Set 10

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Set 11

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