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Fidelity Investments Charitable Gift Fund Organization Name provided in the GuideStar Exchange* as of 06/13/2012: Fidelity Investments Charitable Gift Fund

Organization Name as listed in the IRS Business Master File as of 06/09/2014: FIDELITY INVESTMENTS CHARITABLE GIFT FUND

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AKA  Fidelity Charitable Gift Fund, the Gift Fund, CGF
Cincinnati, OH
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GuideStar Summary

&1002;                GuideStar Exchange Committed to transparency ?
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&1002; Registered with IRS Legitimacy information is available
&1002; Financial Data Annual Revenue and Expense data reported
&1002; Forms 990 2013, 2012, and 2011 Forms 990 filed with the IRS
&1002; Mission Objectives Mission Statement is available
&1002; Impact Summary Impact Summary from the nonprofit is not available
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Basic Organization Information

Fidelity Investments Charitable Gift Fund Organization Name provided in the GuideStar Exchange* as of 06/13/2012: Fidelity Investments Charitable Gift Fund

Organization Name as listed in the IRS Business Master File as of 06/09/2014: FIDELITY INVESTMENTS CHARITABLE GIFT FUND

* The 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.
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.

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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Annual Revenue & Expenses (IRS Form 990, July 2011)

Fiscal Year Starting: July 01, 2011
Fiscal Year Ending: June 30, 2012

Total Revenue $3,538,067,424
Total Expenses $1,310,388,395

Revenue & Expenses

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Balance Sheet (IRS Form 990)

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Forms 990 Received from the 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 website is an ongoing process.

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Forms 990 Provided by the Nonprofit

Financial Statements

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Annual Reports

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Leadership (GuideStar Exchange,
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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.

Board Chair (GuideStar Exchange,
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June 2012)

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Board of Directors (GuideStar Exchange,
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June 2012)

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Officers for Fiscal Year (IRS Form 990)

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Highest Paid Employees & Their Compensation (IRS Form 990)

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People information was last updated by the nonprofit in June 2012

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Programs

Program: Gift Fund (GuideStar Exchange,
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June 2012)

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

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Reviews

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