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Fidelity Investments Charitable Gift Fund

AKA Fidelity Charitable Gift Fund, the Gift Fund, CGF

Cincinnati, OH

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Fidelity Investments Charitable Gift Fund

Also Known As:
Fidelity Charitable Gift Fund, the Gift Fund, CGF
Physical Address:
Cincinnati, OH 45277 0053
EIN:
11-0303001
Web URL:
www.charitablegift.org
Leadership:
Ms. Sarah C. Libbey
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Legitimacy Information

  • This organization is registered with the IRS.
  • This organization is required to file an IRS Form 990 or 990-EZ.

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Forms 990 from IRS Additional Information IRS Form 990 is an annual document used by approximately one-third of all public charities to report information about their finances and operations to the federal government. GuideStar uses data from Form 990 to populate its database with financial information about nonprofit organizations. Posting Form 990 images on the GuideStar Web site is an ongoing process.

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A multi-year analysis of key balance sheet, income statement, profitability and liquidity measures is available for this organization. Financial SCAN includes a detailed financial health analysis and peer comparison and benchmarking tool. Learn More

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Annual Revenue & Expenses Additional Information Financial information on GuideStar is either digitized from Form 990 images we receive from the IRS or submitted by the nonprofits themselves through the GuideStar Exchange (990 filers cannot override Form 990 financial data). If your organization does not file a Form 990, 990-EZ, or 990-PF and you would like to have your financial data displayed in this section, join the GuideStar Exchange today!

Fiscal Year Starting: Jul 01, 2011
Fiscal Year Ending: Jun 30, 2012
Revenue
Total Revenue $3,538,067,424
Expenses
Total Expenses $1,310,388,395

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Financial data from Forms 990 for Year 2012, 2011, 2010, 2009, 2008 are included in the GuideStar Premium Report. Upgrade Now Report Added To Cart

A multi-year analysis of key balance sheet, income statement, profitability and liquidity measures is available for this organization. Financial SCAN includes a detailed financial health analysis and peer comparison and benchmarking tool. Learn More

Financial SCAN

Financial SCAN

Key Financial SCAN Features

  • Financial Health Dashboard: Highlights key financial trends and ratios for a selected nonprofit organization over a period of up to five years.
  • Peer Comparison Dashboard: Compares the organization's financials with up to five peer nonprofits that you select.
  • Graphical Analysis: Provides multi-year graphs and an interpretive guide in a format ready to present to your clients.
  • Printable PDF Report: Provides a complete analysis of the organization for your records. The full report tells you what to look for and why it matters.
  • Advanced Search: Allows you to search by EIN (Employer Identification Number), organization name, city, state, revenue, expenses, and assets.



GuideStar Exchange Member

This organization is a Silver-level GuideStar Exchange participant, demonstrating its commitment to transparency.

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Basic Organization Information

Fidelity Investments Charitable Gift Fund

Also Known As:
Fidelity Charitable Gift Fund, the Gift Fund, CGF
Physical Address:
Cincinnati, OH 45277 0053
EIN:
11-0303001
Web URL:
www.charitablegift.org 
NTEE Category:
T Philanthropy, Voluntarism, and Grantmaking 
T99 Other Philanthropy, Voluntarism, and Grantmaking Foundations N.E.C. 
Ruling Year:
1991 

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Mission Statement

The mission of the Gift Fund is to further the American tradition of philanthropy by providing programs that make charitable giving simple and effective.

A multi-year analysis of key balance sheet, income statement, profitability and liquidity measures is available for this organization. Financial SCAN includes a detailed financial health analysis and peer comparison and benchmarking tool. Learn More

Financial SCAN

Financial SCAN

Key Financial SCAN Features

  • Financial Health Dashboard: Highlights key financial trends and ratios for a selected nonprofit organization over a period of up to five years.
  • Peer Comparison Dashboard: Compares the organization's financials with up to five peer nonprofits that you select.
  • Graphical Analysis: Provides multi-year graphs and an interpretive guide in a format ready to present to your clients.
  • Printable PDF Report: Provides a complete analysis of the organization for your records. The full report tells you what to look for and why it matters.
  • Advanced Search: Allows you to search by EIN (Employer Identification Number), organization name, city, state, revenue, expenses, and assets.


Revenue and Expenses

Revenue and Expense data from Forms 990 for 2012, 2011, 2010, 2009, 2008 are included in the GuideStar Premium Report. Upgrade Now Report Added To Cart


Balance Sheet

Balance Sheet data from Forms 990 for Year 2012, 2011, 2010, 2009, 2008 are included in the GuideStar Premium Report. Upgrade Now Report Added To Cart

A multi-year analysis of key balance sheet, income statement, profitability and liquidity measures is available for this organization. Financial SCAN includes a detailed financial health analysis and peer comparison and benchmarking tool. Learn More

Financial SCAN

Financial SCAN

Key Financial SCAN Features

  • Financial Health Dashboard: Highlights key financial trends and ratios for a selected nonprofit organization over a period of up to five years.
  • Peer Comparison Dashboard: Compares the organization's financials with up to five peer nonprofits that you select.
  • Graphical Analysis: Provides multi-year graphs and an interpretive guide in a format ready to present to your clients.
  • Printable PDF Report: Provides a complete analysis of the organization for your records. The full report tells you what to look for and why it matters.
  • Advanced Search: Allows you to search by EIN (Employer Identification Number), organization name, city, state, revenue, expenses, and assets.


Forms 990 Provided by the Nonprofit


Financial Statements

Financial Statements for 2011 are included in the GuideStar Premium Report. Upgrade Now Report Added To Cart


Annual Reports

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Leadership (GuideStar ExchangeThe GuideStar Exchange allows nonprofits to regularly update key information directly to GuideStar. It provides richer and broader information about their programs, impact, finances, people and more. June, 2012)

Ms. Sarah C. Libbey

Term:

Since June 2007

Profile:

Ms. Libbey serves as president of Fidelity Charitable Gift Fund (CGF). Ms. Libbey began her career at Fidelity Investments in 1981 as a sales representative. From 1982 to 1986, she managed a staff in Fidelity's legal department. From 1986 to 1994, she was marketing director of Fixed-Income Product Management for Fidelity Investments Retail Marketing Company. Ms. Libbey was vice president of High Net Worth and Electronic Channel Programs for Fidelity Retail Investor Services from 1994 to 1996. From 1996 to 1999, she was vice president of Investment Planning Product Development for Fidelity Investments Institutional Retirement GrouMs. Libbey was appointed senior vice president of Product Management and Development for Fidelitys retail mutual funds in Fidelity Personal Investments (FPI). In 2002, she was named senior vice president of Portfolio Advisory Services for FPI. Ms. Libbey served as chairman and director of the board for Fidelity Personal Trust Company from 2004 to 2007. In June 2007, the Gift Fund's Board of Trustees ("Board") elected her senior vice president of Marketing and Program Development. The Board then elected her president of CGF. Born in 1957, Ms. Libbey earned a bachelor of arts in Sociology and English at the University of New Hampshire in 1979.



Officers for Fiscal Year (IRS Form 990)

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Highest Paid Employees & Their Compensation (IRS Form 990)

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Program: Gift Fund

Budget:
$1,120,839,497
Category:
Philanthropy, Voluntarism & Grantmaking
Population Served:
General Public/Unspecified

Program Description:

The Gift Fund offers programs to individuals, business entities, estates and trusts that allow for a simplified approach to strategic charitable giving. The Gift Fund's Giving Account® program allows donors to establish a donor-advised fund and easily incorporate their charitable goals with their financial plan. Once a Giving Account® has been established, donors recommend grants from the Gift Fund - on their own timetable to support their favorite, IRS-qualified public charities. The Giving Account centralizes a donor's giving and provides online tools and services to make managing and planning charitable giving simple. Through the Gift Fund's investment pool program, donors have the opportunity to recommend how their charitable contributions are allocated among one or a combination of fifteen investment pools, offering a range of objectives, from preservation of principal to long-term capital growth. The charitable contributions in the professionally managed pools have the potential to grow and provide more for charity. In addition, donors whose Giving Accounts contain greater than $250,000 have the opportunity to recommend an investment advisor to manage charitable assets in their Giving Accounts as part of the Gift Funds Charitable Investment Advisor Program. The Gift Fund allows its donors the flexibility to contribute several different asset types - cash (via personal check or wire), marketable securities such as mutual funds, stocks, bonds, and assets not publicly traded. The minimum contribution to establish a Giving Account is $5,000. Donors are also able to build a meaningful charitable legacy by recommending one or a combination of the Gift Fund's three successor programs -Individuals, Charitable Organizations, or the Endowed Giving Program. While the Individual successor option lets donors pass on Giving Account privileges to family members and/or friends, the Charitable Organization and Endowed Giving Program successor options allow donors to recommend distributions directly to their favorite charities either in one lump sum or on a recurring basis after their death. Finally, the Pooled Income Fund is a program of the Gift Fund in which up to two individuals can receive a lifetime income stream, and the remainder then supports up to 10 IRS-qualified public charities. It allows donors to plan for contributing a future interest in the assets to a charity, while receiving the income generated by those assets during their lifetime to make the most of charitable dollars, both during and after their lifetime. The minimum contribution to establish a Pooled Income Fund account is $20,000.

Program Long-Term Success:

Since 1991, the Gift Fund has helped more then 59,000 donors recommend more then $10 billion in grants to over 136,000 nonprofit organizations, with the Giving Account, our donor-advised program.

Program Short-Term Success:

Program Success Monitored by:

Program Success Examples:



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Impact Summary from the Nonprofit

This organization has not provided an impact summary.

Organization Data Available

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