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1 result for “
"The Program Advisor"
”
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EFTA01851894
Dataset 10
12p
4,010w
…the contribution will be allocated directly into the Advisor-Managed Account. Assets contributed in kind will not be liquidated.
The Program Advisor
will be responsible for incorporating these assets into the approved investment strategy. Amounts initially contributed to Fidelity Charitable and allocated to any of the Fidelity Charitable investment pools can be allocated to the Program at a future date, provided that the Giving Account satisfies the Program's eligibility requirements. When making an irrevocable charitable contribution to Fidelity Charitable…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01851894.pdf
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Corpus: 1990-03-17 – 2025-12-01
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