How do the Gift Fund Trustees choose the funds included in the Gift Fund pools?
The Gift Fund Trustees have engaged Strategic Advisers, Inc. a Fidelity Investments company, to be the non-discretionary investment manager for the Gift Fund. The Trustees meet regularly with Strategic Advisors, Inc. to review our investment pools, and the underlying investment options, as well as the investment performance.
The Gift Fund Trustees have engaged Strategic Advisers, … • Fidelity Retirement & Guidance: Trust & Estate Planning … … Personal Trust Ability to act as sole, co-trustee, or successor Professional investment management Fiduciary expertise and … • Forms for Inherited IRAs … satisfy MRD requirements, we require certification from the trustee that the trust meets the look-through requirement and instruction from the trustee on how to … • Trustees | …~VSSEARCHPHRASE^trustee~VSINDEX^10″>Gift Fund Elects Richard D. Tadler to Board of Trustees | … … Fund Elects Richard D. Tadler to Board of Trustees ® BOSTON, April 1, 2009 – Richard D. Tadler has … the Fidelity Charitable Gift Fund’s Board of Trustees, …
