Fidelity Investments Charitable Gift Fund

Fidelity Investments Charitable Gift Fund

Fidelity Investments Charitable Gift Fund

Overview
Date Founded

1990

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

Senior Vice President, I&P

Secretary & CCO

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

Director of Finance

Director of Marketing

Director of Data Integration

Board of Directors

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

Paths to Fidelity Investments Charitable Gift Fund
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Fidelity Investments Charitable Gift Fund
Recent Transactions
Details Hidden

BRP, Inc. issued CAD Common Shares - Bought Deal

Details Hidden

Bentley Systems, Inc. issued USD Common Stock

Details Hidden

BRP, Inc. issued CAD Common Shares - Bought Deal

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 Bentley Systems, Inc. issued USD Common Stock

Transaction Advisors
Legal Advisor

Advised onIQVIA Holdings, Inc. issued USD Common Stock

Legal Advisor

Advised onIQVIA Holdings, Inc. issued USD Common Stock

Legal Advisor

Advised onIQVIA Holdings, Inc. issued USD Common Stock

Legal Advisor

Advised onSensata Technologies Holding NV issued USD Ordinary Shares

Legal Advisor

Advised onSensata Technologies Holding NV issued USD Ordinary Shares

Legal Advisor

Advised onSensata Technologies Holding NV issued USD Ordinary Shares

Advisors & Consultants
Investment Manager

Morgan Stanley operates as a global financial services company. The firm 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

ICONIQ Capital manages direct investments with a focus on technology growth equity, venture capital, middle market buyout and real estate opportunities. The investment strategies they may use include: (1) long-term purchases (2) short-term purchases (3) trading (4) short sales (5) margin transactions and (6) option writing including covered options, uncovered options or spreading strategies.

Investment Manager

UBS's wealth management division offers high net worth individuals a range of advisory and investment products and services. UBS offers brokerage services and products as well as asset management and other investment advisory and portfolio management products and services.

Advisor

Former President at Fidelity Investments Charitable Gift Fund

Key Stats and Financials As of 2018
Market Capitalization
Total Enterprise Value
Earnings Per Share
Revenue
$10B
Non-Profit Donations & Grants
$1,000 +
2019
$500 - $999
2019
Non-Profit Donations & Grants Received
Suppliers
Fidelity Investments, Inc. Internet Software & Services | Boston, MA

Fidelity Investments provides investment management services. It also provides discount brokerage services, state planning, wealth management, IRAs, 401(k) rollovers, annuities, securities execution and clearance, and life insurance services to its clients. It engages in launching and managing equity, balanced mutual funds, and fixed income for its clients. It also invests in growth and value stocks of small-cap, mid-cap, and large-cap companies. Fidelity Investments also invests in money market instruments, high yield securities, global bonds, investment-grade bonds, mortgage-backed securities, certificates of deposit, municipal bonds, U.S. treasury securities, corporate bonds, agency securities, and GSE securities. Fidelity Investments was established in 1946 by Edward C. Johnson II. It is based in Boston, Massachusetts. It operates offices in New Hampshire, Rhode Island, Texas, Kentucky, North Carolina, New Mexico, Ohio, Utah, Florida, Colorado, and Canada. It also operates regional offices in countries such as Japan and India.

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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