Fidelity Investments Charitable Gift Fund

Fidelity Investments Charitable Gift Fund

Fidelity Investments Charitable Gift Fund

Overview
Date Founded

1991

Headquarters

200 Seaport Biulevard Mail Zone Z3B, Boston, Massachusetts, 02210, United States

Charitable Causes

Community Improvement & Capacity Building
Philanthropy, Voluntarism, and Grantmaking Foundations

Industries

Investment Services & Portfolio Management

Company Description

Fidelity Charitable is the brand name for the Fidelity® Charitable Gift Fund, an independent public charity, established in 1991 with the mission to further the American tradition of philanthropy by providing programs that make charitable giving simple and effective.

Contact Data
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Executives & Employees

President

Chief Financial Officer & Treasurer

Chief Compliance Officer

Vice President & Managing Director, Advanced Planning Group

Secretary

Vice President & Group Head, Eastern Division-Complex Assets Group

Director, Complex Assets Group

Vice President, Central Division, Complex Assets Group

Vice President, Treasurer & Assistant Secretary

Spokesman

Board of Directors

Interim Dean, Professor & Faculty Director, Price Center for Entrepreneurship & Innovation at UCLA Anderson School of Management

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Recent Transactions
Details Hidden

Aritzia, Inc. - Canada issued CAD Common Shares - Bought Deal

Details Hidden

IQVIA Holdings, Inc. issued USD Common Stock

Details Hidden

IQVIA Holdings, Inc. issued USD Common Stock

Transaction Clients

Advised on American Pad & Paper Co. LLC issued USD Common Stock

Advised on Aritzia, Inc. - Canada issued CAD Common Shares - Bought Deal

Advised on Bright Horizons Family Solutions, Inc. issued Common Stock

Transaction Advisors
Legal Advisor

Advised onIQVIA Holdings, Inc. issued USD Common Stock

Legal Advisor

Advised onIQVIA Holdings, Inc. issued Common Stock

Legal Advisor

Advised onIQVIA Holdings, Inc. issued USD Common Stock

Legal Advisor

Advised onSensata Technologies Holding NV issued Ordinary Shares

Legal Advisor

Advised onSensata Technologies Holding NV issued Ordinary Shares

Legal Advisor

Advised onSensata Technologies Holding NV issued Ordinary Shares

Advisors & Consultants
Investment Manager

Morgan Stanley provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following business segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors. The Wealth Management segment offers brokerage and investment advisory services covering various types of investments, including equities, options, futures, foreign currencies, precious metals, fixed-income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs. The Investment Management segment provides equity, fixed income, alternative investments, real estate, and merchant banking strategies. The company was founded by Harold Stanley and Henry S. Morgan on September 16, 1935 and is headquartered in New York, NY.

Investment Manager

CGTC employs a long-term investment approach that is based on rigorous fundamental research. The firm uses a system of multiple portfolio managers in managing most separate account and fund assets. Under this approach, the portfolio of an account or fund is divided into segments managed by individual managers who decide how their respective segments will be invested. In addition, investment analysts may make investment decisions with respect to a portion of the portfolio. The firm offers equity, fixed-income, balanced, and other customized investment strategies based on the investment objectives of CGTC clients. CGTC's equity strategies include: US Equity, International Equity, Global Equity, All Country World Equity, International All Countries Equity, and Emerging Markets Equity. The firm's fixed-income strategies include: US Core Fixed-Income, Long Duration Government, Long Duration Credit, US High-Yield, International Fixed-Income, Global Fixed-Income, Global High-Income Opportunities, and Emerging Markets Debt. CGTC's balanced and total opportunities strategies include: US Balanced, Global Balanced, Absolute Income Grower, World Dividend Growers, and Emerging Markets Total Opportunities.

Advisor

Former President at Fidelity Investments Charitable Gift Fund

Key Stats and Financials As of 2016
Market Capitalization
Total Enterprise Value
Earnings Per Share
Revenue
$4.78B
Non-Profit Donations & Grants
$100K +
2017
$50K - $100K
2017
$5,000 - $10K
2017
Non-Profit Donations & Grants Received
Awards & Honors
Rank #2
2015
The Chronicle of Philanthropy - Philanthropy 400
Rank #6
2010
The Chronicle of Philanthropy - Philanthropy 400
Rank #3
2009
The Chronicle of Philanthropy - Philanthropy 400
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